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.
Jon Cook, CPA, CFP®
Our resident finance and tax genius, Jon helps clients navigate complex finances, like restricted stock transactions, estate issues, wealth preservation, and personal/corporate income tax.
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.
Zachary Carver, CPA, CFP®
Zach helps clients pursue their goals by providing tax advice and tax preparation.
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.
Marilyn's friendly voice greets you on the phone and her organizational skills make everything easier for you (and us!)
Hunter Houser, FPQP®
Client Services Associate
Hunter is passionate about finding answers for you and improving process for everyone.