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Our Team

Experienced specialists across tax, audit, advisory, technology, and wealth working as one independent firm.

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Kodi Mortensen

Manager

Kodi Mortensen, EA, is a Tax/Accounting Manager and office lead in our Flagstaff office. She holds a Bachelor of Science in Accountancy from Northern Arizona University. Kodi brings valuable expertise in tax, accounting, and client services. Kodi serves on the Maine Consolidated School Board and the NAJLA Nonprofit Board.

Outside work, Kodi treasures time with her family, enjoying sports, hunting, traveling, and creating memorable moments together.

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Contact Info
The Woodlands, TX
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