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

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

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Welcome The New Members of Our Tax Team!

Ashley Guillen

Ashley Guillen

Tax Professional

Kristen  McDaniel

Kristen McDaniel

Tax Professional

Ian  Davis, EA

Ian Davis, EA

Tax Professional

Alecia Cripps

Alecia Cripps

Tax Professional

Our Financial Advisors

Mike Martin, EA, RFC

Mike Martin, EA, RFC

Tax & Financial Advisor

Laurie Martin, JD

Laurie Martin, JD

Financial Advisor/Owner

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

Charlene Chavez

Charlene Chavez

Tax Professional

Karen Johnson

Karen Johnson

Tax Professional

Luci McDaniel

Luci McDaniel

Tax Professional

Alecia Cripps

Alecia Cripps

Tax Professional

Ashley Guillen

Ashley Guillen

Tax Professional

Ian  Davis, EA

Ian Davis, EA

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