Meet Our Professionals

Business Owners

Write to Scott
X
Expertise:
  • Certified Public Accountant
  • Personal Financial Specialist
  • High-net worth individuals
  • Investment management
  • Financial planning
  • Fiduciary responsibility
  • Corporate plan design and administration

Write to Heather
X
Expertise:
  • Certified Plan Fiduciary Advisor
  • Series 7 and Series 66 security exams
  • Accredited Investment Fiduciary®
  • Corporate retirement plans

Write to Joanne
X
Expertise:
  • Dental
  • Wealth management
  • Personal Financial Specialist
  • Certified Public Accountant
  • Tax compliance and strategic tax planning
  • Preparation, analysis, and review retirement plan returns and investment reports

Write to Alex
X
Expertise:
  • Financial planning and consulting services
  • Estate planning
  • Insurance analysis