EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Business Development Specialist

Anthony Barbosa

View More

Digital Marketing Manager

Laron Gray

View More

Finance Manager

Samantha Ferraro

View More

Vice President of Tax Services

Ed Lynch, CPA, MT

View More

Tax Planning Specialist

Dana Sample

View More

Tax Accountant

Dennis Ervin

View More

Administrative Assistant

Mackenzie Taylor

View More

Bookkeeper

Terry Lieberman

View More

Investment Analyst

Tyler Procacci, CFA®

View More

Director of Tax

Adam A. James, EA, CFP®

View More