Your Advisory Team
We put our team of financial and tax advisors to work for you, so you can make the smartest decisions for your unique life stage, circumstances and priorities.
Zachary Carver, CPA, CFP®
Zach helps clients pursue their goals by providing tax advice and tax preparation.
Kim Clark, CPA/PFS
Associate Wealth Advisor
Kim makes financial planning simple and fun. She loves people and makes it easier for them to plan ahead and make tax-smart choices.
Aaron Taylor, EA
Aaron helps break down complex tax strategies into straightforward terms. He cares about helping clients succeed, not just in their finances, but in life overall.
From answering your calls to adding a new account to processing your taxes, our service team is here to make your life easier.
Chief Technology Officer
Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver.
Hunter Houser, FPQP®
Hunter is passionate about finding answers for you and improving processes for everyone.