Always stay ahead of Market & Industry Trends

Personalized and Proactive Guidance with Institutionalized Experience

FFG’s expert team brings decades of experience in investment, tax, accounting, and legal matters to deliver unparalleled value. We specialize in serving high-net-worth retirees, executives, tech professionals, and business owners, maximizing their financial potential through comprehensive advice. Our fiduciary-only model, free from commissions, ensures trusted, transparent relationships

meet Our expert advisors.

Our comprehensive advice spans financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, and more. We earn no trade or financial product sales commissions and only have a fiduciary duty to our clients. This model, coupled with our partners’ spotless records, reinforces a relationship built on trust and transparency.

Richard Davey

Partner

CPA, CFP®

Richard Davey
Tom Vogelheim

Partner

CPA, JD

Tom Vogelheim
Trevor Scotto

Partner

CPA, CFP®, CEPA

Trevor Scotto
Shayne Cooper

Partner

CPA, MS Tax

Shayne Cooper
Samantha Bleeck

Senior Tax Manager

EA

Samantha Bleeck
Carine Arend

Tax Manager

CPA

Carine Arend
Lacey Mortensen

Tax Manager

Lacey Mortensen
Christopher Moore

Chief Compliance Officer

CFTe®, EA

Christopher Moore
Braxton Parish

Tax Manager

CPA, MS Tax

Braxton Parish
Jacquie Rowe

Senior Operations Specialist

Jacquie Rowe
Bryce Hufford

Tax Associate

Bryce Hufford
Ben Fookes

Senior Financial Planning and Tax Associate

EA

Ben Fookes
Carson Inglin

Registered Client Associate

CPA

Carson Inglin