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:

2021-2022 Tax Planning Guide

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Health Savings Accounts: 2023 Inflation Adjustments

2023 Cryptocurrency Reporting Requirements

SECURES ACT 2.0: Congress Poised to Raise RMD Age Again

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Your Opportunity Advisors

Jen Flinchum


Ann Ramage


Stephanie Casey

Tax Senior Manager

Ginny Graef

Tax Senior Manager

Jake Fram

Tax Manager

Shana Francis

Tax Manager

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