Progressive Dental
The accountants, attorneys, advisers, and specialists of BrookHaven and REAP Financial — one integrated team working on your behalf.
- 63 professionals
- BrookHaven + REAP Financial
Blake Schaper
CPA, MST, CTFA
CEO | Executive Managing Director
Chris Heerlein
CEO, REAP Financial
Sandra Newman
Founder Emeritus
Hannah Heerlein
Co-Founder
Lisa Davis
CPA, MACC
Managing Director, Tax Planning
David Arndt
CPA
Managing Director, Tax Compliance
Crystal Henry, Esq.
Managing Director, Legal Services
Griffin Bridgers
Estate & Tax Strategist
Gus Harper
Attorney
Betty Nash
Certified Public Accountant
Doug Bruhns
Certified Public Accountant
Samantha Dugan
Certified Public Accountant
Seth Weiland
Certified Public Accountant
Dave Iverson
Certified Public Accountant
Andrew Shaul, Esq.
Founder of Shaul Law, PC
Scott Owen
Dental Practice Broker
Leah Newman
Senior Adviser
Justin Saffle
Senior Adviser
Chris Hundl
Senior Adviser
Mariah Holmes
Senior Adviser
Greg Wright
Managing Director, Strategy
Victor Wilkerson
Managing Director, Planning
Chris Dorn
Managing Director, Operations
Jake Tornow
Managing Director, Systems Infrastructure
Hugh Singletary
Managing Director, Insurance Planning
Gustave Byom
Certified Public Accountant
Brad Ausband
Chief Marketing Officer, P&C Insurance
Beth Wheeler
Managing Director, Trust Planning
James Chapman
Managing Director, P&C Insurance
April Tucker
Managing Director, Client Experience
Thomas Henderson
Associate Agent, P&C Insurance
Jake Duvall
Managing Director, Special Needs Planning
Jan Cox
Operations Manager - Insurance
Brian Bennett
Multimedia Specialist | Audio & Video
Julie Conklin
Operations Manager, P&C Insurance
Will Giesbrecht
Tax Specialist
Mario Nardone, CFA
Chief Investment Strategist
Stephanie Howard
Client Experience Specialist
Jessica Hinson
Chief Operating Officer
Chad Anderson
Tax Specialist
Mason Wirtz
Tax Specialist
Adam Helm
Tax Specialist
Nicole Determann
Manager of Client Experience
Rhonda Hopperstad
Client Experience Specialist
April Maddox
Insurance Admin
Amy Munley
Director of Client & Employee Services
Stacy Cooley
Director of Technology
Nina Demeter
Marketing Director
Lata Wallace
Client Specialist
Bernadette Mitchell
Client Specialist
Ashley Jefferson
Client Specialist
Brynn Martinez
Client Specialist
Katie Peters
Client Specialist
Justine Jovel
Client Specialist
Ashley Lazarz
Client Specialist
Kate Newman
Client Specialist Assistant
Sara Woods
Office Manager
Nora Torres-Rosas, EA
Tax Liaison
Victoria Garcia
Insurance Data Analyst
Megan Abraham
Operations & Compliance Specialist
Anna Spell
Paraplanner
Alexis Langlois
Client Experience Coordinator
Patricia Tuttle
Event Coordinator
Brookhaven Family Office provides comprehensive planning services but does not directly offer legal, tax, insurance, or investment advice. Legal services are provided through Brookhaven Legal Professionals, PLLC, which does not provide tax, insurance, or investment advice. Tax and accounting services are provided through Brookhaven Tax & Accounting Professionals, LLC, which does not provide legal, insurance, or investment advice. For a full list of disclosures, please click here.
REAP Financial Group, LLC is an SEC-registered investment advisory firm that assists individuals in developing retirement strategies utilizing a variety of investment and insurance products tailored to their needs and objectives.
The content on this website is provided for informational purposes only and should not be construed as investment, insurance, tax, or legal advice.
This material is intended for informational purposes only and should not be considered a solicitation to buy or sell any financial product. Neither the firm nor its representatives provide tax or legal advice. This information is not intended to serve as the sole basis for financial decisions and should not be relied upon as personalized advice. Individuals should consult with their financial advisor, tax professional, or attorney regarding their specific situation. View REAP Financial ADV here (opens in a new tab).
