Meet the Team

 
  • Erin Klisser

    Erin Klisser

    Tax Advisor, Enrolled Agent, LPL Financial Advisor, Notary Public

  • Kimberly Kurek

    Kimberly Kurek

    Tax Advisor, LPL Registered Principal

  • Kaylee Leonard

    Kaylee Leonard

    Tax Advisor, Enrolled Agent

  • Nancy S. Mendenhall

    Nancy S. Mendenhall

    Tax Advisor, Enrolled Agent

  • Michelle Mowrey

    Michelle Mowrey

    Tax Advisor, Enrolled Agent

  • Gerad R. Mowrey

    Gerad R. Mowrey

    Tax Advisor, Enrolled Agent, Certified Estate Planner, Certified Financial Planner

  • David J. Taddeo

    David J. Taddeo

    Tax Advisor, Enrolled Agent, Certified Estate Planner, LPL Branch Manager, LPL Investment Advisor

  • Della Taddeo

    Della Taddeo

    Tax Advisor

  • Brittany Xavier

    Brittany Xavier