WE ARE HERE TO SERVE YOU
Between our decades of experience as fee-only financial advisors and our many leadership positions within the financial planning profession, we know what great financial planners look like. We believe the expertise and accomplishments of our award-winning team of fee-only CERTIFIED FINANCIAL PLANNER™ professionals, tax specialists, portfolio specialists, and the people who support them are as fine as you will find anywhere in the world.
Our Team
Mike Salmon, CFP®, EA
Principal and Financial Advisor
Jake Crandall
Financial Advisor
William Wallace
Financial Analyst
Kevin McDermott, CPA
Tax Manager
Naira Aliyeva, CPA
Tax AssociateÂ
Stephanie Melara
Tax Associate
Claire Mendez
Administrative Assistant
Daniel B. Moisand, CFP®
Principal and Financial Advisor
Charles E. Fitzgerald, CFP®
Principal and Financial Advisor
Ronald Tamayo, CFP®, EA
Principal and Financial Advisor
Dave Baker, APMA®
Portfolio Manager
Brad Brescia
Financial AdvisorÂ
Derrick Chandler, CFP®
Principal and Financial Advisor
Casandra Garrett, CFP®
Financial Analyst
Pam Grabe
Client Service Manager
DJ Hunt, CFP®
Principal and Financial Advisor
Jennie Hylton
Client Service Manager
Tommy Lucas, CFP®, EA
Financial Advisor
Julie M.
Client Service Manager
Lisa Maddox
Operations Manager
Yutanna Moore
Client Service Manager
Sara N.
Principal and Office Manager
Ryan Osborne
Financial Advisor
Paula Rocha
Financial Analyst
Connor Ryan
Financial Analyst
Tracy Smith
Client Service Manager
Tyler Stephens
Operations Associate
Steve Stone
Operations Associate
Let’s Focus on Your Success
You don’t need to manage every aspect of your business alone. Delegating administrative tasks like tax planning and financial management allows you to focus on growing your business and spending time with your family.
We’ll handle the rest.Â
Ready to get started?
Schedule a consultation today and see how we can help you manage your success.
BOOK A CONSULTATION CALL TODAY
