Our Team

Our Team

CPA Partner, Financial Advisor

CPA Partner, Financial Advisor

CPA Managing Partner, Financial Advisor

CPA Partner, Financial Advisor

CFP®, MBA, Director of Wealth Management

CPA Consultant, Financial Advisor

CPA Consultant, Financial Advisor

CPA Consultant

Photo of team member

CPA, Manager

Photo of team member

CPA, Supervisor

Professional Staff

Senior

Professional Staff

Client Services Manager

Wealth Management Administration

Bookkeeper

Bookkeeper

Bookkeeper

Administration

Administration

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