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With Cohesion, clients receive personalized service and thoughtful planning typically reserved for a family office. Whether you are a business owner in need of multi-entity tax structuring and an outsourced accounting team or a high net-worth individual looking for the right estate plan, we have the experience to turn your challenges into solutions.

Our unique model, which is structured around a monthly flat fee, is custom-developed for your needs. All Cohesion engagements include proactive planning through scheduled interactions, either monthly or quarterly, as well as ad hoc meetings to assess the most pressing items.

Together, we build sound strategies tailored for the present and for your future.

We are not just financial experts; we are your dedicated partners. Experience tax and accounting services with a concierge touch, as our team blends expertise and proactive planning to elevate your financial journey. Welcome to Cohesion.

“Educating and training our people is the most crucial aspect of building a successful organization. We empower our team to make sound and ethical decisions that are best for our clients”

John Mark PrewittManaging Member
John Mark Prewitt, CPA (Managing Member)

John Mark Prewitt, CPA

Managing Member

Robert Rinker, CLU ChFC (Partner Wealth Management Services)

Robert Rinker, CLU ChFC

Partner Wealth Management

Brendan O Connor, CPA (Partner Tax Services)

Brendan O'Connor, CPA

Partner Tax Services

Taylor Lane Brown Operations

Taylor Lane Brown

Operations

Bill Vydra, CPA (Senior Manager Outsourced CFO Services)

Bill Vydra, CPA

Senior Manager Fractional CFO Services

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Kathy Papenmeier

Manager Outsourced Accounting

Trina Huber

Trina Huber, CPA

Senior Manager Tax Services

Danielle Douglas

Danielle Douglas

Senior Associate Tax Services

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Travis Senatus

Senior Accountant Outsourced Accounting

Jay Bozalis (Analyst Outsourced CFO Services)

Jay Bozalis

Analyst Fractional CFO Services

Chase Graham (Experienced Associate Tax Services)

Chase Graham

Experienced Associate Tax Services

Shanna Treffinger (Director of Finance Administrative Operations)

Shanna Treffinger

Director of Finance Administrative Operations

Courtney Toledo (Senior Accountant Outsourced Accounting Services)

Courtney Toledo

Client Services Manager

Jamie Ethridge (Executive Assistant)

Jamie Ethridge

Executive Assistant

Brianna Hernandez (Administrative Assistant Tax Services)

Brianna Hernandez

Administrative Assistant

Linda Carrillo (Receptionist)

Linda Carrillo

Receptionist

Culture

At Cohesion, we believe that our strength lies in our team. We have built a work culture that values collaboration, continuous learning, and a balance between professional growth and personal well-being.

Collaboration and Continuous Learning

We are a team of dedicated professionals who are always ready to step into our client’s shoes. This requires a deep understanding of diverse industries and financial strategies, which is why we place a high value on continuous learning. We provide our team with the latest tools and training to ensure they stay up to date on the many changes in our industry.

But we do not just learn – we also share our knowledge with each other. We believe that collaboration is key to delivering the best service to our clients. Whether we are discussing a complex tax strategy or brainstorming ways to improve our services, we are always learning from each other and working together to achieve our mission.

Work-Life Balance

While we are passionate about our work, we also understand the importance of work-life balance. We know that our team members have lives outside of work, and we respect their time. We strive to create a flexible work environment that allows our team to balance their professional responsibilities with their personal needs and interests.

Team Events and Building Relationships

At Cohesion, we’re more than just colleagues – we are a family. We enjoy spending time together outside of work, whether it is a team-building event, a holiday party, or a casual get-together. These events not only strengthen our relationships with each other but also help us to build a strong, cohesive team that can deliver exceptional service to our clients.

Beyond The Numbers.

Your Journey to Financial Clarity
and Business Growth Starts Here.