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Christopher Ray

Experienced Implementation Manager with a proven track record in managing end-to-end payroll and HRIS system implementations. Skilled in team leadersh... View More

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Jacob Waters

Jacob Waters

Focused and driven Benefits & Planning Consultant that consistently delivers effective and efficient client outcomes with an organized, transparent, a... View More

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Certifications

  • Series 7
  • Series 66
  • Series 63

Howard Rochon, CPA - Inactive

Senior tax leader with experience across federal, state, and local corporate tax compliance, ASC 740 tax accounting, SOX controls, audit management, t... View More

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Juan Marcano

Results-driven investment professional with proven skills in portfolio management, tax planning, and regulatory compliance. Adept at developing tailor... View More

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Certifications

  • * Series 7 Financial Services Certification
  • * Series 66 Financial Services Certification
  • * Health and Universal Life Insurance Certification

Jaylin Bannerman

Skilled Tax Consultant with expertise in providing tax advisory services to diverse clientele. Proficient in tax law interpretation and modern tax sof... View More

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Neha Yelagandula

A hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable e... View More

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Stephen Dodge

Accomplished Financial Advisor with over 20 years of experience building and cultivating lifetime client relationships now an Ohio licensed Attorney s... View More

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RYNE HUNT

Tax professional with extensive experience in individual and business tax compliance, proactive tax planning, and consulting. Strong background in tax... View More

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Aliesha Davis

Organized Office Manager with noted experience in administrative management and focus to prioritize projects and multitask effectively to achieve proj... View More

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Certifications

  • 2023 AFSP certification, December, 2023 Certified Financial Planner-April, 2024 Payroll Certification-April, 2024 Networking and Business Certification-April, 2024

Victoria Rarrick

Dynamic leader with a proven track record at Flagstar Bank, enhancing growth and customer satisfaction through strategic leadership and effective coll... View More

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