Broker Check

Our Specialists Specialized: (adj.) requiring or involving detailed and specific knowledge or training.

At our firm, we have the client—and only the client—in mind.

Our team is a highly specialized group of individuals that work together in personally guiding each of our clients toward financial security. From tax concerns to investments, retirement to insurance, there is no situation our team cannot skillfully assist you with.

Laura Burks

Laura L. Burks, CPA

Senior Tax Manager

Katie Marlow

Katie Marlow, CPA

Tax Specialist

Lisa Carter

Lisa Carter

Tax Specialist

Brittany Signorin

Brittany Signorin

Tax & Financial Planning Associate

Miranda Hammond, CPA

Tax Senior Associate

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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