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.”
Sarah Al Haffar, CPA
IRS Enrolled Agent, Advisor
Sarah has over 15 years of experience in accounting, tax preparation, and tax advisory services. She is passionate about helping individuals and businesses reduce their tax liability through thoughtful planning and practical strategies. Sarah enjoys analyzing tax situations, understanding each client’s unique goals, and building long-term relationships as a trusted advisor.
Outside of work, Sarah enjoys spending time with her children, gardening, and reading books on personal development and financial planning. She values lifelong learning and brings a positive attitude and sense of humor to the office every day.
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 CPAs, 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!