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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Carey Buck

Carey joined Tidwell & Associates in the summer of 2014. Carey received his CPA license in 1991 and has been working as a Certified Public Accountant in California for the last 30 years.Before Tidwell & Associates, Carey worked in...
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Ivan Tidwell

Partner, Certified Financial PlannerĀ®, CPA, MAcc

Ivan Tidwell holds a Masters of Accountancy in taxation from Brigham Young University, and has provided tax preparation and planning services to clients since 2009. After seeing that many of his clients were not properly integrating...

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Kevin Wells

Investment Adviser Representative, CPA, MST

Kevin Wells brings an extensive array of experience and knowledge to the Tidwell Wealth Management team. As a CPA holding a Master of Science in Taxation from William Howard Taft University, Kevin has worked as a Senior Tax Accountant...
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Michelle Fluckiger

Office Manager

Michelle Fluckiger decided early on she wanted to be a stay-at-home mom and was happily busy raising her 4 children with her husband while being heavily involved in doing various volunteering activities at their schools, within her...
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Mike Wells

Partner, Investment Adviser Representative

Mike Wells is an expert in investment solutions for small businesses and business owners. As an entrepreneur himself, Mike has had a founding role in several multi-million dollar startups, and brings that experience to his investment...

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