Our Team

Meet Our Experts

Our team of professionals specialize in tax planning, retirement planning, financial planning services, estate planning, risk management, investment planning and educational planning.

Experienced and Diverse Professionals

Partnering with in-house and nationwide professionals, we deliver customized and distinguished financial services to help clients reach their financial goals and objectives:

Financial Professional
Tax Specialist (Enrolled Agent and CPA)
Lawyers
Certified Financial Planner (CFP)®
Insurance and Annuity Company
Mortgage Broker
Professional Engineer (PE) : for Cost Segregation
Project Management Professional (PMP)®