Michael has over 20 years of experience in tax and comprehensive financial planning consulting services. He is committed to helping his clients determine their objectives, develop a plan, and delivering suitable strategies and solutions to help them achieve their investment and retirement goals.
CPA, MBA, CMA, RICP®
Bartt Stevens, AIF®
Bartt has nearly 20 years of experience in municipal and individual financial planning. His background enables him to focus his practice on corporate and individual retirement plans. He is committed to helping his clients achieve successful outcomes.
John has been a financial advisor since 2008. He specializes in assisting his clients align their personal values with their financial goals. He then works with his clients to put objectives into place that are needed to attain their financial needs.
Phil was previously in public accounting for 12 years with RSM US LLP and Heinold Banwart. He is passionate about helping individuals and small businesses with their financial needs.
CPA, PFS, CFE
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