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High Net Worth Individuals

Prosperity offers you tremendous opportunity in the realms of your family, your business, and your passions. Our professionals help you protect, manage, and grow your assets so you can make the most of those opportunities.

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Find your Industry

Family Business

Business and family are two of the most rewarding fields of human endeavor. Partner with a firm that understands the dynamics of both.

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Foundations

Delivering on your mission while navigating the complex regulatory requirements can be a challenge. Overcome the hurdles with professionals who understand the nuances of your structure and mission.

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Individual

Good fortune brings happiness—and big responsibilities. Where significant wealth is involved, everyday economic realities like taxes, investments, and wealth transfer planning require the guidance of trusted professionals.

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Connect with Us

Jeff Pannell

Whether it's water skiing, golfing, scuba diving, spending time with family, or attending sporting events, when he's not hard at work in the office, Jeff can be found outdoors.

CPA, MST | Shareholder

Rick Cooley

Rick is an eclectic person, which is possibly the reason he’s a successful part of several different areas in the firm’s tax practice.

CPA | Shareholder

Elizabeth Nesmith

Elizabeth believes that her success is not measured in momentous events, but in being available for her clients as they move through their lives.

Principal

Jennifer Becker Harris

Foundations and not-for-profits might be exempt from taxation, but they’re not exempt from complexity: anything but.

CPA, MST | Shareholder

Anthony “Skip” Smith

After years of a leadership role in youth sports, nothing at work can rock Skip’s boat.

CPA | Principal

Frances A. Olson

While Frances spends a lot of her day consulting compliance books, it’s her own personal cookbook she’s working on when she’s home. A star in the kitchen and in the tax department, Frances is always busy trying out something new.

CPA, MST | Principal

Celia Davis

Celia lives her life from ski to sea. And with a deep love for travel, she’s made it a goal to visit as many of the world’s best beaches as she can.

CPA | Senior Manager

Jennifer Mace

Maybe it’s the fact that she comes from a two-team family, but Jennifer thrives on difficulty.

CPA | Shareholder