Meet the Interwise Team

Our goal is to help clients efficiently realize their dreams with expert tax, planning, and investment advice

Our Core Values:

Integrity

excellence

client service

Knowledge is power

We leverage our team’s collective experience to provide best in class solutions for your unique situation.

The designations above refer to awards, degrees, and credentials or prior experience that team members have earned or accomplished.
Organizations listed do not endorse the content of this website.

Founder & Managing Member

Rich Wagner, CPA, PFS, MAcc, AIF

READ BIO

Recognition & Accomplishments

Top 5%

BYU Magna Cum Laude Grad

$450M

Former CFO of a $450M Company

Top 5%

For 8 consecutive years, production in the top 5% of all IFG representatives

$38M

Raised $38M in Venture Capital for a company he co-founded

Meet the Professionals

Taylor Wagner, CPA, MAcc

WEALTH MANAGER
READ BIO
Parker Wagner, AIF

WEALTH MANAGER
READ BIO
Talon Pitchforth, CPA, CFP®

WEALTH MANAGER
READ BIO
Sarah Schoenwolf, EA, MAcc

TAX MANAGER
READ BIO
Tasha Arnold, MAcc

TAX ASSOCIATE
READ BIO
Melinda Klugiewicz

OFFICE MANAGER
READ BIO
Cesily Tippetts

COMPLIANCE & OPERATIONS ASSOCIATE
READ BIO
Sara Conant

CLIENT CARE ASSOCIATE
READ BIO
Tiffany Cueva

CLIENT CARE ASSOCIATE
READ BIO
Dallin Tippetts

OPERATIONS ASSOCIATE
READ BIO

Schedule a meeting

Interwise helps high-net-worth families with wealth, tax, and estate planning.

Schedule a Meeting

Navigation

Our Team
Services
Insights

Who We Serve

Entrepreneurs
Executives
Real Estate Investors
Medical Professionals

Contact Info

Because each relationship is unique, scope of services varies by client and situation. We are happy to discuss what service offering would fit for your situation.

All details are included within firm regulatory filings, investment prospectuses, or other legal documents. If talking through these details are helpful, we are happy to discuss.

We place a strong priority on leveraging technology with the effort of giving you best-in-class experience. For details on these metrics, please see the respective software platforms.

CFP board owns the CFP® marks in the U.S.

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org.

For the most up-to-date copy of our firm ADV 2A, ADV 2B, and Form CRS, please visit https://adviserinfo.sec.gov/firm/summary/316746 or https://reports.adviserinfo.sec.gov/crs/crs_316746.pdf to view our CRS directly.

Advisory services offered through Valued Wealth Advisors, LLC dba Interwise. Tax and accounting services offered through Interwise Tax, LLC. Advisory services are only offered to clients or prospective clients where Interwise and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Interwise unless a client service agreement is in place.

This website is solely for informational purposes only. Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website you are leaving our site and assume total responsibility for your use at these sites. Please contact this office for further information.

© 2024 Interwise. All rights reserved. Privacy Policy.