Elite Team of
Professionals
Specializing in
Tax, Business,
Asset Advising
& More.
At Pivotal Wealth and Tax (PWT), our team comprises professionals from diverse backgrounds, each bringing unique expertise to the table. We excel in understanding your financial situation and crafting a personalized plan that aligns with your goals and needs. Aikan and Matt also specialize in managing client assets across a wide array of objectives, from short-term to long-term planning, and accommodating various risk levels. Our services encompass equities, options, bonds, and other debt securities, ensuring a comprehensive approach to your financial management.
Meet the team
Get to know the people behind Intact, our creative and technical team.
Leadership
Matt Sandstrom
COO | Financial PlannerAdvisors
Mitchell Bernards
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Vivek Bihani, CPA
Senior Advisor.png)
Abdulrahman Adam (YP)
Financial Representative
Rick Caldecott
Investment Operations Director | Investment Advisor Representative
Jeff Brown
Vice President of Real EstateStrategy
Zoe Bierman
Accounting ManagerRon Schrier, EA
AccountantTim McLaughlin, EA
AccountantSamuel Larson
Accountant
Alyssa Hertges
AccountantPeter Hebrink
ParaplannerJulie Otterness
Administrative AssistantJosh Hawes
Paraplanner
Jacob Nolander
Associate AccountantKrishelle Cero
Staff Accountant
El Acero
Executive AssistantArgine Ramo
Staff Accountant
Sanduni Nimasha
Executive AssistantLearn more about Pivotal’s process.
We elevate your experience by diving deep and finding the right solutions for you!
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1
Understanding Your Needs
Our team will meet with you in person or virtually to discuss your situation and identify the right solutions.
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2
Strategic Planning
We will provide suggestions and solutions for your personal finance and business finance needs allowing you to decide when and where to implement.
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3
Precise Execution
When the time is right our team is here to implement and comprehensively execute on any strategies that we discussed.
Interested? Let's get in touch!
We would love to introduce ourselves to you. Please reach out so our team can begin transforming your financial situation.
Get started