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Leadership

Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry.

William Hall

Director of Capital Gains Tax Reduction Planning

William Hall

Director of Capital Gains Tax Reduction Planning

Scott Fedyshyn

Tax Reduction, CPA, CPA Advisory to Business Owners, CPAs, and CFPs

Ryan Herche

Director of Operations

Darren Sugiyama

Director of Affluent Markets

Christen Berman

Managing Director, COO, Tax Credits

Robert Raimondo

Managing Director Attorney

Jason Kurchner

Managing Director Roth Alternative Planning

Jeremy Bryant

Managing Team Director

Charles Trakas

Managing Team Director

Richard Myer

Managing Team Director

David Brown

Managing Team Director

Larry Blades Defined Benefit Planning

Managing Director Cash Balance Planning

David Swanson

Director of Advanced Markets

Steve Leaming

Director of Advanced Markets

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