For most of us, achieving financial comfort, mitigating taxes, taking care of family, planning for a secure retirement, making sure children (or grandchildren) get an education and building a legacy are all extremely important. But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way. Our comprehensive advisory process is designed to uncover what is most important to you, personally and financially, in order to give you the best possible solutions.
Partner, Investment Adviser Representative
Mike Wells is the administrative partner in the firm. Mike 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 advice. Throughout his career, Mike has also been heavily involved in the commercial real estate industry and provides world class expertise on the wealth implications of real estate investments & transactions. As one of the founding partners of Tidwell & Associates Certified Public Accountants, Mike has helped individuals and businesses with their tax and retirement planning for over twenty years. He creates investment portfolios, keeping tax planning and tax implications as a priority. With Mike’s extensive background, he is able to balance both tax and investment activities for the best possible outcome. Mike is very familiar with, and has worked successfully with, the IRS for audits and tax controversy matters. Client communication and accessibility is important to Mike. He is readily available by phone or email to field questions and help client’s understanding of their financial and tax situations.
Partner, Certified Financial Planner®, CPA, MAcc
Ivan Tidwell holds a Master of Accountancy in Taxation from Brigham Young University, and has provided tax consulting, planning and preparation services to clients since 2009. After seeing that many of his clients were not properly integrating tax planning into their overall financial goals, Ivan became a Certified Financial Planner (CFP®) in order to pair the two. Actively licensed as both a CPA and CFP, Ivan combines an extensive knowledge of the tax strategy with top-tier investment advice to provide clients with a seamless holistic wealth management experience.
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 two other Sacramento area CPA firms. Carey heads our Audit & Assurance department and assists clients with compilations, and reviews of Financial Statements in addition to handling tax preparation work. Carey has experience working with trusts, non-profit, small business and small governmental entities as well as individual clients.
Carey is a member of the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA).
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 at our sister company, Tidwell & Associates Certified Public Accountants, since 2012. Licensed as an Investment Advisor Representative since 2018, Kevin pairs a deep knowledge of tax law with a passion for Personal Financial planning. Kevin specializes in investment advice & management, estate & tax planning, insurance & risk management, and charitable giving strategies.
Corey began working at Tidwell & Associates in December of 2019.
Corey earned his Bachelor of Science in Business Management with an emphasis in Finance at Brigham Young University – Idaho, and a Professional Certificate in Graduate Accounting from University of Phoenix.
Corey is currently studying to become a Certified Public Accountant. During his spare time, Corey enjoys spending time with his family and playing basketball and golf.
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 church and community. In 1999 she opened a bookstore with her father and managed that store for 12 years until the business was sold. Michelle continued managing in the retail world at a local jewelry store where she continued to focus on customer service. She was invited to join the Tidwell & Associates team in 2017 where she was able to bring her lifelong experience of leadership, process management, customers service and organizational procedure to help create a positive environment for the clients and employees of Tidwell & Associates. She puts the client at the center of what she does by understanding their needs and making sure each step of their experience with Tidwell & Associates is successful and positive. Her primary responsibilities are all aspects of client service, office management and assistance with marketing and outreach.