Our Team

Nicholas Bird CIA, Xero Advisor, President

Nicholas is the founding partner of Lumen Advisory & Finance and has developed a unique skill set combining his financial accounting & audit knowledge with experience in tech-savvy cloud systems. Nick loves to chat with small business owners about their plans and ambitions and work with them as they grow and succeed. His background brings experience from public accounting, internal audit, IT systems and attempting to raise children.

Mitchell Bird Accounting Manager, Xero Advisor

Mitchell started his accounting experience in public accounting with Deloitte & Touche. After working on financial and IT audits for 3 years, he joined Lumen Advisory & Finance and now enjoys working with clients across various industries as they expand and develop. Mitchell says that if he worked closer to his clients and other employees, he would coordinate a combined basketball game or setup a work-related event to get out of the office. Put that one on the company “to-do” list.

James Whelchel Accounting Manager, CIA, Xero Advisor

James has been with Lumen Advisory & Finance since February of 2012. Bringing experience in retail, internal audit, IT, and public accounting, James plays a key role in managing and providing value to over 25+ clients. James enjoys helping business owners understand how their business is functioning financially and assisting them to maximize their value. James is an avid reader, biker, and family man.

Tamanna Green Senior Accountant

Tamanna graduated from BYU with a Master’s in Accounting and worked for Microsoft Finance for 4 years. She loved her time at the Internal Audit Department there and her short stint with the Investigations Unit as well. She is mother to a little boy and loves running marathons. She lives in Seattle, WA with her family where they love to explore the outdoors and go on adventures together.

Jared Harris Senior Tax Accountant

Jared graduated from Brigham Young University with a Master’s degree in Accountancy. After spending a few years at Moss Adams, Jared now enjoys helping his clients at Lumen with advisory, tax planning & compliance, and resolving tax issues. He lives in Albuquerque, where he likes to spend time outdoors with his family.