About: Wellness Fi's Team
How we partner with your business
Our customers are paired with specific bookkeepers, tax advisors, and administrative specialists. We’re proud to say that many of us have supported our customers for years. That long-term, personal touch is important!
Our Values
Serve well today, thrive together tomorrow.
We act with care and purpose now, knowing that what we build today shapes tomorrow — for our clients, our teammates, and our community.
Say the hard thing, and say it with care.
We believe honesty and empathy belong together. We speak the truth early, clearly, and with respect — even when it’s uncomfortable.
We get one step better every day, together.
We learn, simplify, and improve — one step at a time. Progress matters more than perfection, and we grow stronger as we do it together.
Meet the Team
Nicole Brame, EA
IRS Enrolled Agent, Senior Advisor
Nicole Brame is one of our expert Advisors with more than 7 years experience advising clients on how to save thousands of their hard earned tax dollars. Oriented towards client satisfaction and fulfillment, she is great at helping her clients understand what she is doing for them and why, to build valuable relationships for the long term.
“Advising and teaching my client is my favorite part of what I do! It’s more than just telling you what to write off, it’s helping you build confidence in yourself, and knowledge of what’s going on with your practice financially.”
Rhonda T. Mallard, CPA
Senior Manager, Advisor
Possess over 18 year of experience in corporate, individual, and small business taxation serving various industries in an entrepreneurial and managerial capacity. Outside of taxation, Rhonda brings a diverse skills set in areas of finance, accounting, and analytics working alongside executive leadership team of Fortune 500 companies.
As a firm believer in putting clients first, she is adamant about helping clients succeed and achieve their business goals. With possessing an entrepreneurial background, she understands the critical needs of small businesses and works diligently to cater to all clients.
In her spare time, Rhonda enjoys travelling abroad to learn about different nationalities and cultures around the world.
Karyn Kirby, EA
IRS Enrolled Agent, Advisor
Karyn is a seasoned tax advisor with 15 years of experience in tax planning, compliance, and strategic guidance. Her passion for tax law sparked in law school, where she discovered how profoundly thoughtful tax planning can shape a client’s financial success.
An Enrolled Agent with a JD and current CPA candidate, Karyn brings both depth and approachability to every client relationship.
For her, navigating taxes isn’t just about numbers—it’s about giving people clarity, confidence, and a plan that genuinely improves their well-being.
Outside of work, Karyn is a dedicated wife, baker, runner, and proud boy mom. (Go Green! Go X!)
Kathy Presto, EA
IRS Enrolled Agent, Advisor
Kathy joined the Wellness Fi team in January 2021 with over 9 years experience in tax preparation and advising. Kathy carries the Enrolled Agent designation with the IRS, in which she specializes in researching and analyzing complex tax situations. She is also our resident expert in all things California taxation! Kathy’s commitment to finding strategies and resolving tax matters for clients is second to none.
Outside of work, Kathy enjoys the California lifestyle of surfing, hiking, and spending time in nature with her family and friends.
Mark Schwarz
Operations
Mark has benefited from many hours of thoughtful counseling work. His wife suggested annual counseling sessions, at a minimum, on their wedding day. It’s been one of the healthiest, life-giving decisions they’ve made. They’ve also engaged in group and individual work with family and friends of all ages.
Mark has helped over one hundred business owners grow revenues, lower expenses, and streamline operations.
He’s Austin-based, a dad of 4, and an avid runner.
Eddie Valls
Founder Emeritus
For Eddie, therapists and life coaches have built him up from being an ADD riddled soul having a quarter life crisis to being a self confident, focused, and successful entrepreneur. “I understand what gives me enthusiasm day to day, and that helping the mental health community with what I know best; accounting and finances.”
Eddie resides in Austin where he spends as much quality time with family as he can. He led Wellness Fi until ’23, before pursuing other interests.
Our full-service customers are paired with a single advisor above as their primary point of contact.
The advisors work with a team of co-advisors, bookkeepers, and administrative specialists. We're proud to say that many of us have supported our customers for years. That long-term, personal touch is important!