Meet Our Professionals

Professional Services

Write to Mark
X
Expertise:
  • Strategic tax and personal financial planning services
  • High-net individuals, businesses and owners
  • Estate and succession planning
  • Private closely-held businesses
  • Personal Financial Specialist
  • Certified Public Accountant

Write to Andrew
X
Expertise:
  • Manufacturers
  • Business consulting
  • Resale and wholesale distributors
  • High-tech and bio-tech software
  • Certified Public Accountant
  • Craft beverage companies
  • Professional athletes
  • Strategic tax planning and compliance

Write to Steve
X
Expertise:
  • Employee benefits
  • Professional services firms