Our Team

Meet Our Experts

Our team of professionals specialize in cost segregation study, engineering consulting, tax planning, retirement & estate planning, risk management, investment planning and educational planning.

Experienced and Diverse Professionals

Partnering with in-house and nationwide professionals, we deliver customized and distinguished financial services to help clients reach their financial goals and objectives.

Professional Engineer (PE)
Project Management Professional (PMP)®
Financial Professional
Tax Specialist (Enrolled Agent and CPA)
Lawyers
Certified Financial Planner (CFP)®
Insurance and Annuity Company
Mortgage Broker