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 to not endorse the content of this website.
Founder & Managing Member
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Rich Wagner, CPA, PFS, MAcc, AIF
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
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Taylor Wagner, CPA, MAcc
WEALTH MANAGER
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Parker Wagner, AIF
WEALTH MANAGER
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Sarah Schoenwolf, EA, MAcc
TAX MANAGER
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Tasha Arnold, MAcc
TAX ASSOCIATE
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Melinda Klugiewicz
OFFICE MANAGER
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Cesily Tippetts
COMPLIANCE & OPERATIONS ASSOCIATE
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Sara Conant
CLIENT CARE ASSOCIATE
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Tiffany Cueva
CLIENT CARE ASSOCIATE