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Our Team

How We Work

How We Work

We have a dedicated team of financial service and accounting professionals that includes 4 CPA’s in addition to 3 Licensed Financial Advisor 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 $67 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.

Meet Our Team

Jennifer Schultz

Jennifer Schultz

Financial Services Manager

Mike Cradler

Mike Cradler

Business Manager

James Boyd

James Boyd

Wealth Management Advisor

Claire Schroeder

Claire Schroeder

Financial Assistant

Makayla Huffman

Makayla Huffman

Administrative Assistant

Megan Oneschuk

Megan Oneschuk

Sr. Financial Assistant

Mark Robinson

Mark Robinson

Payroll Specialist

Saher Hussain

Saher Hussain

Tax Accountant