EXPERIENCED TEAM

Certified Financial Planners

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

Tax Planning Specialist

Dana Sample

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Tax Accountant

Dennis Ervin

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Tax Operations Manager

Mackenzie Taylor

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Bookkeeper

Terry Lieberman

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Investment Analyst

Tyler Procacci, CFA®

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Director of Tax

Adam A. James, EA, CFP®

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Chief Barketing Officer

Nacho

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Exchange Floor Manager

Murphy

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Wealth Advisor

Stacey Brady, ABFP™

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Paraplanner

Megan Corona, FPQP®

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