EXPERIENCED TEAM

Certified Financial Planners

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

Senior Vice President of Tax Services

Ed Lynch, CPA, MT

Senior Tax Accountant

Dana Sample

Tax Accountant

Dennis Ervin

Administrative Assistant

Mackenzie Taylor

Bookkeeper

Terry Lieberman

Junior Tax Accountant

Annie Randolph-LaBerge

Junior Tax Accountant

John Idrovo