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Our Team
WEALTH ADVISOR TEAM
 Andrew Carroll, CPA/PFS, CITP Wealth Advisor
Andrew Carroll is a Wealth Advisor and Personal CFO for NCH Wealth Advisors through Money Concepts with a primary focus on managing the Fullerton operation. He understands that our clients struggle with understanding the multitude of financial variables that can affect them and their financial future. He knows that our clients want to feel secure about their financial situation. It is Andrew's mission to help each client understand the various financial options suited to help them accomplish their financial goals. That's why he works hard to help our clients manage all the moving pieces of their entire financial world.
Andrew graduated from California State University, Fullerton with a Bachelor's degree in Finance and Accounting and is currently pursuing his MBA. He has worked his way through every position at NCH, refining the systems and processes of the firm at every level. During this time, he has been under the direct mentorship of Nick Hodges, and has studied exhaustively to learn the intricacies of the tax, accounting and financial worlds. Andrew is Series 7 licensed in California, Washington, New Jersey, Texas, and New York. Holds a Series 66 Securities License in the State of California. He is also Life, Health, and Variable Contracts Insurance licensed in California, Washington and New Jersey. Andrew also serves on the Board of Directors of the Fullerton Chamber of Commerce where works on a continuous basis to promote and encourage a strong local economy. Andrew also provides a real-world perspective to Cal State Fullerton as a member of the Executive Council for the College of Business and Economics.
 Matt Apodaca, CPAWealth Advisor Matt Apodaca is a Wealth Advisor for NCH Wealth Advisors through Money Concepts with a primary focus on Tax Services. Matt helps clients understand their unique individual tax situation and analyze the potential tax consequences of their decisions. Matt believes that the numbers are helpful, but it is also important to understand each client’s goals, fears, family situation, and dreams when making important financial and tax decisions. Matt’s mission is to arm clients with the knowledge to make sound decisions and security in knowing they made that right decision. Matt also enjoys helping clients work out issues with the IRS, and alleviate the fear clients have when contacted by the IRS, due to his background in tax research and audit representation. Matt graduated from California State University Fullerton with a Bachelor’s degree in Accounting. After years as an Enrolled Agent of the IRS, Matt has recently become Certified Public Accountant while under the guidance of Nick Hodges. Matt is Series 7- and Series 66-Licensed in California.  Traci Couvillion, CPA Implementation Manager
Traci Couvillion is the Implementation Manager for NCH Wealth Advisors through Money Concepts with a primary focus on providing excellent client services for the financial planning division. She understands that implementing smart financial decisions can be a confusing maze of changing requirements if our clients are left to execute their decisions alone. As a CPA with over 10 years of experience in accounting for private industry, Traci brings a solid background and education to NCH Wealth Advisors through Money Concepts as she assists our Personal CFO's serve their clients. Her mission is to facilitate our clients' financial decisions through the paperwork process as quickly and accurately as possible. Traci applies her extensive background and a "can-do" perspective to everything she does, making sure all our clients' needs are handled in a personable, professional manner.
Traci holds a Bachelor of Arts degree from Fort Lewis College in Accounting. She is a CPA, licensed in the state of California and is a Series 7- and Series 63-licensed securities representative with Money Concepts.  Toni Nurnberger Special Services Manager
Toni Nurnberger is the Special Services Manager for NCH Wealth Advisors through Money Concepts with a primary focus on assisting Nick Hodges. For over 12 years, she has brought her attention to detail, personal warmth and results-oriented attitude to serve our President and clients as we have evolved from being a tax and accounting firm to a full-service wealth management firm. Her mission is to provide a strong foundation of systems and client-service policies to every aspect of our firm. She assists in bringing in new clients, trains new team members, develops new programs, facilitates project implementation and writes extensively for the firm. That's why we call her our "secret ingredient" here at NCH Wealth Advisors through Money Concepts.
Toni is a Series 7-, Series 63- and Series 65-licensed securities representative with Money Concepts, and is Life, Health and Variable Insurance licensed in the State of Michigan.
CLIENT SUPPORT TEAM
 Linda ClarkLinda Clark is the Client Services Manager for NCH Wealth Advisors through Money Concepts, with a primary focus on making sure our clients get what they need, when they need it. Linda understands that in a team-based service environment, a client might wonder who they should talk to if they have a question. Linda's mission is to insure that with just one phone call, our clients will reach the team member that can take care of them. Linda acts as our human portal, shepherding our clients' requests for information and help in a timely and consistent manner. She wants our clients to know that she is there for them and that she will always get them the answers they need. That's why Linda manages the many moving parts of our main office's tax season and business accounting activities. Linda was instrumental in completing our transition to operating as a paperless office. Her ten years of administrative experience in a successful tax office continues to provide NCH Wealth Advisors through Money Concepts with a strong organizational foundation as we expand and grow.  Trang DoanTrang Doan is the Accounting Manager for NCH Wealth Advisors through Money Concepts with a primary focus on delivering excellent bookkeeping services to our business clients. She understands that important business decisions require accurate and timely financial information. It is her mission to make sure that our clients and their wealth advisors have quick access to critical business information. That's why, in addition to her regular accounting duties, she also provides on-site or on-line QuickBooks training for our clients. Beyond just recording the historical information associated with business accounting, her work on behalf of our clients highlights business trends so that our wealth advisors can help our business clients spot key trends and take advantage of new opportunities.
Trang currently attends California State University, Fullerton, seeking a Bachelor's degree in Accounting.
 Donna WrightDonna Wright is a Bookkeeper for NCH Wealth Advisors through Money Concepts with a primary focus on assisting the Accounting Manager with the data entry and delivery of information associated with servicing our business clients. She understands that accurate data entry provides a solid foundation for serving our business clients. With a strong working knowledge of the available tax and accounting software, her mission is to bridge the information flow between the tax and accounting perspectives associated with our clients' business activities.
Donna brings eleven years of experience in the tax and accounting fields to support our business accounting services.
 Katy DancerKaty Dancer is the Client Technology Services Manager for NCH Wealth Advisors through Money Concepts with a primary focus on making advanced technologies available to our clients. She knows that it's not always easy to learn and implement new programs, but she also knows the tremendous value that utilizing new technologies can bring to managing a client's entire financial world. It is her mission to merge our high-tech focus with our high-touch perspective so that our clients and team members alike can utilize technologies that bring us all closer together.
Katy is currently studying to complete her Enrolled Agent's designation and will continue in her studies to become a Para-planner.
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