Meet Our Team David Coonrod, CPA Financial Advisor dcoonrod@coonrodfinancial.net Anna Sohm Financial Advisor annas@coonrodfinancial.net Brian Bates, EA Senior Tax Manager bbates@coonrodfinancial.net Caroline Lodovisi Director of Client Experience clodovisi@coonrodfinancial.net Ampi Patel Accountant apatel@coonrodfinancial.net Dalton Pratt Intern staff@coonrodfinancial.net Kenton Day Consultant kday@coonrodfinancial.net Patrick Meyer, CPA Certified Public Accountant pmeyer@coonrodfinancial.net Tyler Gansky Operations Manager tgansky@coonrodfinancial.net
