Meet the Team
Advisor
-
Erin Klisser
Tax Advisor, Enrolled Agent, LPL Financial Advisor, Notary Public
-
Kimberly Kurek
Tax Advisor, LPL Registered Principal, FPQP
-
Kaylee Leonard
Tax Advisor, Enrolled Agent, Realtor
-
Nancy S. Mendenhall Swain
Tax Advisor, Enrolled Agent
-
Gerad R. Mowrey
Tax Advisor, Enrolled Agent, Certified Estate Planner, Certified Financial Planner
-
Michelle Mowrey
Tax Advisor, Enrolled Agent
-
John Nadalet
Certified Public Accountant, MST
-
David J. Taddeo
Tax Advisor, Enrolled Agent, Certified Estate Planner, LPL Branch Manager, LPL Investment Advisor