As you focus on building your career, we will identify planning opportunities that align with you and your family’s long term and retirement goals. When you are ready to exit the corporate world, we will assist you with the planning and considerations necessary to effect a seamless transition. Whatever phase of life you are in, we, along with your other advisors, will collaborate to explore new opportunities and solutions that match your goals and meet your needs.

As part of our approach, we provide the following:

2022-2023 Tax Planning Guide

Featured Insights

Staff Spotlight: Melissa Dambach

Understanding the Kiddie Tax

Private Foundations vs. Donor-Advised Funds

Receive Updates on Tax Planning for Executives

Your Opportunity Advisors

Jen Flinchum


Ginny Graef


Ann Ramage


Stephanie Casey

Tax Senior Manager

Dalton Bradshaw

Tax Manager

Shana Francis

Tax Manager

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