Broker Check

Team

 
John has been a licensed CPA since 1992 and has been a Registered Investment Advisor since 1993, holding many licenses for Investments and Insurance. He founded the firm based on the belief of family, and he and his staff have always...

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Teri has been a valuable asset to our company for over 6 years. She has developed a great relationship with our clients, many of whom she knows on a personal level. Teri is in charge of the day-to-day operation of our firm as well as...

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Lora joined our firm in January 2015. She brings with her many years of accounting and tax experience, primarily dealing with corporations. Our clients have accepted her expertise in many facets of taxes and accounting and have been...

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