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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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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