MAKING LIVES BETTER

Tax-Focused, comprehensive planning for a better financial future.

More Than 50 Years Combined Experience Serving Businesses

Business Planning

Comprehensive support of financial business planning.

Comprehensive Financial Planning

Comprehensive financial planning to help you reach your goals.

Divorce Guidance

Advisors dedicated to helping you divorce with dignity.

Education Planning

Long-term solutions to save for college expenses.

Insurance Planning

Planning for the unknown to mitigate risks associated with poor coverage.

Legacy and Estate Planning

Meaningful estate planning for the assets you'll leave behind.

Tax-Centric Investment Planning

Tax-centric investment planning strategies aimed to grow your portfolio.

STEPS Program

A strategic business advisor and a personal wealth advisor in one program.

HeimLantz is proud to be a
Best Accounting Firm to Work For!

Making Lives Better doesn’t just apply to our clients - it also applies to our employees. We take pride in each of our team members. In fact, we were recently recognized as one of the Best Accounting Firms to Work for by Accounting Today and we’ve also made Accounting Today’s Best Firms for Women list.

HAPPY AND CARING PEOPLE MAKE US BETTER

Meet Our Team

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Paul Abbou, CPA, CFP®, PFS

Wealth Management Advisor

Paul once worked for the FBI.

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Chi Guerrero CFP®, RMA®, CIMA®

Wealth Management Advisor

Chi grew up in Washington state.

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Michele Ludwig

Wealth Management Assistant

As a kid, Michele’s favorite toy was Crayons because she loved to color and…

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Sheri Mergenthaler CFP®, CPWA®, CDFA®

Director of Wealth Management

Sheri loves being near the water.

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Jacqueline Nicholson, CPA, CFP®, PFS

Advisor

Jackie loves all things historical.

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Meghan Stogbuchner

Wealth Management Assistant

Meghan enjoys traveling to Hawaii.

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Dolly Suarez, CPA, CFP®

Jr. Wealth Management Advisor

Dolly played soccer growing up.

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Kathleen Sulick, CPA, PFS

Senior Advisor

Kathie lives in a 100-year-old home.

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When you’re passionate about your Purpose, about helping each client reach their financial goals
and Making Lives Better, it shines through in everything you do.
At HeimLantz, our whole team lives our Purpose and Core Values with passion.
They have committed the firm’s Core Values to memory- Just ask them!

Latest News

Tax-Intelligent Advising Can Turn Tax Season into a Strategic Opportunity

Tax-intelligent financial planning can provide numerous potential tax saving opportunities. Whether building your family and career, preparing for retirement, or passing on wealth to future...

09 Apr 2025Blog

Maximizing Your Education Savings: Converting 529 Plans to a Roth IRA

Under the SECURE 2.0 Act, 529 plan account holders can now rollover leftover funds to a Roth IRA, offering greater flexibility and tax-free growth. While...

06 Nov 2024Blog

Staying the Course: Market Volatility During Presidential Elections

It may be tempting to act on short-term market movements that come with the volatility and uncertainty of an election year, but your best outcomes...

16 Oct 2024Blog

MAKING LIVES BETTER

Tax-Focused, comprehensive planning for a better financial future.

Business Planning

Comprehensive Financial Planning

Divorce Guidance

Education Planning

Insurance Planning

Legacy and Estate Planning

Tax-Centric Investment Planning

STEPS Program

HeimLantz is proud to be a
Best Accounting Firm to Work For!

HAPPY AND CARING PEOPLE MAKE US BETTER