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At our firm, we have the client - and only the client - in mind.

Over the years, we have found the team approach to be an effective method to help clients who have a wide variety of needs as they maneuver through the complex world of financial services. We invite you to discover and experience the power of our multi-disciplinary approach to financial services, providing our clients with access to multiple professionals with diverse backgrounds, education, and experience.

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Our Financial Advisors

Laurie Martin, JD

Laurie Martin, JD

Financial Advisor/Owner

Mike Martin, EA, RFC

Mike Martin, EA, RFC

Tax & Financial Advisor

Brett Brennan

Brett Brennan, CFP®

Tax & Financial Advisor

Grant Messner

Grant Messner

Financial Advisor

Our Tax Professionals

Mike Martin, EA, RFC

Mike Martin, EA, RFC

Tax & Financial Advisor

Brett Brennan

Brett Brennan, CFP®

Tax & Financial Advisor

Debbie Jessee

Debbie Jessee

Tax Professional/Tax Manager

Charlene Chavez

Charlene Chavez

Tax Professional

Karen Johnson

Karen Johnson

Tax Professional

Luci McDaniel

Luci McDaniel

Tax Professional

Angie  Whitford

Angie Whitford

Tax Professional, CPA

Ashley Guillen

Ashley Guillen

Tax Professional

Kristen  McDaniel

Kristen McDaniel

Tax Professional

LaDora "Dorie" Cripps

LaDora "Dorie" Cripps

Tax Professional

Linda Barrier

Linda Barrier

Tax Professional

Our Support Team

Danielle Perkey

Danielle Perkey

Office Manager

Laura  Graham

Laura Graham

Client Service Specialist