Learn more about our amazing team of professionals.
Owner - Chief Wealth Strategist
269-492-7220
Chief Operating Officer
(269) 492-7220 ext 205
(866) 347-7224
Managing CPA
(269) 492-7220 ext 231
Office Administrator
(269) 492-7220 ext 214
Executive Assistant
(269) 492-6993
Director of Client Relationships
Staff Accountant
(269) 492-7220
