Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Susan D. Marshall


Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Susan D. Marshall

Advanced Planning Lead

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Aleksander Dyo

Charitable Gift Financing / Life Settlements and Investments 

Ami Kassar

Business Financing Specialist

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Ben Golden

Tax Resolution Specialist

Bruce Gendein

Advanced Qualified Plans

Charles Riggs

Research and Development Tax Credits

Chris Hall

Estate Planning ($0 to $5m)

Chris Ostler

R&D Tax Credits

Chris Rivera

Outsourced Staffing Services

Chris Sargent

Tax Mitigation - Leveraged Deductions

Craig Stone

Advanced Tax and Estate Planning

Dan Zimanski

Business Growth Consultant

Darren Sugiyama

Premium Financing (Min $2.5 Million Net Worth)

Derek Spitzer

Captive Insurance Companies

Don Feldman

Business Exit Planning

Eric Partin

Long Term Care Specialist

Fritz Strehlow

Business Valuation (Certified Valuation Study)

Heather Schriber

Social Security Specialist

James Duggan

Advanced Tax and Estate Planning

Janel Sykora

Software Services (Tax Review System)

Jason Kurchner

Tax Planning - Qualified Plan Transfer and Capital Gains By-Pass Planning

Jeff Deckman

Leadership, Cultural and Business Growth Expert

Jeff Stolper

Cost remediation specialist for businesses and business owner’s personal expenses.

Jesse Raynes

Tax Mitigation Specialist using Solar Investment Strategies

Joel Grushkin

Cost Segregation

John Frazier

Charitable and Legacy Planning Specialist

Jon Randall

Advisor Growth Coach

Josh Malancuk

Cost Remediation - Property Tax Reduction and Economic Incentives

Kim M. Blaugher

ESOP Expert

Laurence Whittam

Outsourced Bookkeeping, CFO and Tax Professionals

Loren Hollingsworth

Individual and Business Tax Mitigation Specialist

Marc Davis

Customized Business Owner Benefit Plans and Employee Retention Plans

Mark Goodman

Premium Financing - Premium Funding (Min $10 Million Net Worth)

Mark Sims

Captive Insurance Alternatives

Mark Wagener

Outsourced Payroll and HR

Matt Miller

Tax Incentives for Export Businesses

Matt Morris

Estate Planning Specialist (Estates $0 to $5m)

Michael Galdieri

Employee Retention Credits and R&D Tax Credits

Michael Sir

Disability Insurance Specialist - Provider of DI Planning Software

Mitch Nelson

National Disability Insurance Specialist

Nick Johnson

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Noel Ciambotti

Merchant Processing Specialist - Credit Cards and ACH

Paul Latham

Client Business Advisory

Randy Fox

Advanced Tax and Estate Planning

Roger Roundy

Private Reinsurance Specialist

Ron Elwood

Outsourced CFO Specialist

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Susan D. Marshall

Advanced Planning Lead

Ted Landgraf

Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn

Ted Lavin

Employee Retention Credits & Research and Development Tax Credits

Trever Jones

Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)

Wilton White

Digital Employees and Robotics