Tax
SERENA ONTIVAROS, EA
CONNOR MOTT, CPA, MS Tax
SERENA ONTIVAROS, EA
Senior Tax Manager at
JANNA VAN HAITSMA, CPA, MACC
JANNA VAN HAITSMA, CPA, MACC
JANNA VAN HAITSMA, CPA, MACC
Tax Manager at
Wealth Management
RHONDA ARNETT, CFP, CPA
ANDY STOLZ, CFA, CEPA, MSF
RHONDA ARNETT, CFP, CPA
Senior VP, Wealth Advisor at
JEFFREY M. LANG, CFP
ANDY STOLZ, CFA, CEPA, MSF
RHONDA ARNETT, CFP, CPA
Managing Principal & Senior Wealth Advisor at Seneschal Family Office
ANDY STOLZ, CFA, CEPA, MSF
ANDY STOLZ, CFA, CEPA, MSF
ANDY STOLZ, CFA, CEPA, MSF
President at Stolz & Associates, P.S.
ALI KEMP, CFP, EA
AMANDA BURROWS, CFP, CSRIC
ANDY STOLZ, CFA, CEPA, MSF
CEO & Wealth Advisor at
AMANDA BURROWS, CFP, CSRIC
AMANDA BURROWS, CFP, CSRIC
AMANDA BURROWS, CFP, CSRIC
Principal & Wealth Advisor at
KIMBERLY FISHER, CFP, CAP
AMANDA BURROWS, CFP, CSRIC
AMANDA BURROWS, CFP, CSRIC
Financial Advisor at
LAW/ESTATE
CONOR E. McCARTHY, JD
CONOR E. McCARTHY, JD
CONOR E. McCARTHY, JD
Attorney at McCarthy Law Office, PLLC
Ad Hoc
BRIANNE TYLER, CPA, ABV, CFF, CVA
BRIANNE TYLER, CPA, ABV, CFF, CVA
BRIANNE TYLER, CPA, ABV, CFF, CVA
Principal/Owner at