EXPERIENCED TEAM

Certified Financial Planners

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

Mid-Year Tax Planning Strategies for Small Businesses and Individuals

Chief Investment Officer

Mike Horwath, CFA®

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Mid-Year Tax Planning Strategies for Small Businesses and Individuals

Trader

Jared Baum

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Mid-Year Tax Planning Strategies for Small Businesses and Individuals

Investment Analyst

Jon Cahill, CFP®

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Mid-Year Tax Planning Strategies for Small Businesses and Individuals

Investment Analyst

Tyler Procacci, CFA®

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