Broker Check

Meet Our Team

James Boyd

James Boyd

Wealth Management Advisor

Jennifer Schultz

Jennifer Schultz

Client Operations Manager

Saher Hussain

Saher Hussain

Senior Accountant

Megan Oneschuk

Megan Oneschuk

Sr. Financial Assistant

Mark Robinson

Mark Robinson

Payroll Specialist

Gina Miller

Client Relations Specialist

Nikki Sabatina

Nikki Sabatina

Financial Services Assistant

Padraig  Hahn

Padraig Hahn

Staff Accountant

Our Team

How We Work

How We Work

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.