Meet the Team
Advisor
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Erin Arellano
Tax Advisor, Enrolled Agent, LPL Financial Advisor, Notary Public
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Kimberly Kurek
LPL Financial Advisor & Tax Advisor, LPL Registered Principal, FPQP
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Kaylee Leonard
Tax Advisor, Enrolled Agent, Realtor
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Gerad R. Mowrey
Tax Advisor, Enrolled Agent, Certified Estate Planner, Certified Financial Planner
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Michelle Mowrey
Tax Advisor, Enrolled Agent
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John Nadalet
Certified Public Accountant, MST
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David J. Taddeo
Tax Advisor, Enrolled Agent, Certified Estate Planner, LPL Branch Manager, LPL Investment Advisor
Client Services Staff
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Brittany Xavier
Office Manager
