Our Team

We have a dedicated team of financial service and accounting professionals that includes 3 Licensed Financial Advisors in addition to 2 CPA’s to better serve your needs. Our focus is on tax-smart investing, financial planning, and wealth management, but also complete personal and business tax returns, and accounting work for small businesses. We have partnered with Avantax an independent broker-dealer that has over $72.6 billion in Assets under Administration. Avantax partners with independent Tax and Financial Professionals to provide holistic financial services to clients—families, individuals, and small businesses—all through a uniquely tax-focused lens.