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