Owner & CEO
Leads the firm's vision and client relationships, with final sign off on every strategy before it reaches you.
Director of Tax Strategy & Growth
Builds and oversees every Strategy Assessment, turning the tax code into a plan you can actually act on.
Accounting Specialist
Keeps your books and financials accurate and current, the foundation everything else is built on.
Payroll & Financial Manager
Runs payroll and financial reporting so your numbers are always accurate and ready when you need them.
Operations & Special Projects Lead
Keeps the firm running day to day and leads special projects that fall outside any single department.
Administrative Assistant
Usually the first person you'll hear from, keeping scheduling, documents, and communication running smoothly.
