
With a distinguished career spanning 23 years, Tim has prepared over 43,000 tax returns, bringing an unparalleled level of expertise to the team. A highly qualified professional, he is a CPA and an Enrolled Agent (EA) with a Master’s degree in Accounting. Tim is deeply committed to providing meaningful assistance to clients and navigating
With a distinguished career spanning 23 years, Tim has prepared over 43,000 tax returns, bringing an unparalleled level of expertise to the team. A highly qualified professional, he is a CPA and an Enrolled Agent (EA) with a Master’s degree in Accounting. Tim is deeply committed to providing meaningful assistance to clients and navigating their complex financial needs. Outside of his professional life, he enjoys spending time with his wife, Nicole, and their three amazing children.

Jordan brings over 10 years of specialized experience in tax services for small to medium-sized businesses. As a CPA, he focuses on understanding the holistic goals of both the business and the individual, ensuring every tax plan integrates seamlessly into their long-term vision. Beyond his professional work, Jordan is a devoted family ma
Jordan brings over 10 years of specialized experience in tax services for small to medium-sized businesses. As a CPA, he focuses on understanding the holistic goals of both the business and the individual, ensuring every tax plan integrates seamlessly into their long-term vision. Beyond his professional work, Jordan is a devoted family man who enjoys life with his wife, Alexis, and their four wonderful children.

A graduate of Iowa State University with a Master’s degree in Accounting, Tyler is dedicated to truly understanding the unique needs of each client. He takes a personalized approach to help individuals and businesses achieve their specific tax and accounting goals. Since calling Montana home, Tyler has developed a deep appreciation for th
A graduate of Iowa State University with a Master’s degree in Accounting, Tyler is dedicated to truly understanding the unique needs of each client. He takes a personalized approach to help individuals and businesses achieve their specific tax and accounting goals. Since calling Montana home, Tyler has developed a deep appreciation for the state’s beautiful scenery and enjoys being an active member of his local community.

CeCe moved to Bozeman two years ago from Washington State. She has had eight years of front office administrative experience. In her free time, she loves exploring the beauty of Montana, hanging out with friends, FaceTiming with her niece and nephew in Iowa, baking and painting. She has been with the Wheeler Smith team since they opened i
CeCe moved to Bozeman two years ago from Washington State. She has had eight years of front office administrative experience. In her free time, she loves exploring the beauty of Montana, hanging out with friends, FaceTiming with her niece and nephew in Iowa, baking and painting. She has been with the Wheeler Smith team since they opened in 2024. CeCe enjoys socializing, building relationships, and greeting our clients with a smile at the front desk.

Originally from Wisconsin, Bekah graduated with a Business Management degree in North Dakota and now brings her expertise to our clients' payroll and accounting needs. Bekah is an outdoor enthusiast who loves skiing and mountain biking with her husband, though she’s just as happy playing the piano or diving into a good game of GNOP.

Since arriving in Bozeman in the summer of 2021, Chris has been a vital part of the team, bringing three years of bookkeeping experience to his work in tax preparation. He finds great fulfillment in helping clients meet their tax and planning goals through careful organization and attention to detail. When he isn’t in the office, Chris st
Since arriving in Bozeman in the summer of 2021, Chris has been a vital part of the team, bringing three years of bookkeeping experience to his work in tax preparation. He finds great fulfillment in helping clients meet their tax and planning goals through careful organization and attention to detail. When he isn’t in the office, Chris stays active by mountain biking and playing tennis. He enjoys life in Montana alongside his wife, Beth, and their two amazing children.

A graduate of Montana State University with a Bachelor’s degree in Accounting, Seth is currently working toward his CPA. He strives to learn as much as possible while assisting clients with their tax and accounting goals. Outside of the office, Seth is often found exploring the mountains, playing various musical instruments, or cooking up
A graduate of Montana State University with a Bachelor’s degree in Accounting, Seth is currently working toward his CPA. He strives to learn as much as possible while assisting clients with their tax and accounting goals. Outside of the office, Seth is often found exploring the mountains, playing various musical instruments, or cooking up a storm in the kitchen. Seth is also looking forward to a milestone year as he prepares to marry his fiancée, Macy, in late summer.

Dexter graduated from Montana State University with a degree in education, and is currently pursuing a degree in Accounting & Data Analysis at Liberty University. Dexter is passionate about helping clients meet their goals, and find the best solutions for their tax and accounting needs. Dexter is lucky to have his wonderful wife, Jodie, and one daughter.
Mon | 08:00 am – 05:00 pm | |
Tue | 08:00 am – 05:00 pm | |
Wed | 08:00 am – 05:00 pm | |
Thu | 08:00 am – 05:00 pm | |
Fri | 08:00 am – 05:00 pm | |
Sat | By Appointment | |
Sun | Closed |
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