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:

2020-2021 Tax Planning Guide

Featured Insights

2021 Changes to the Child Tax Credit in Response to COVID-19

2021 Mid-Year Individual Tax Planning Checklist

Taxpayer Impact of Affordable Care Act Decision

Receive Updates on Tax Planning for Executives

Your Opportunity Advisors

Jen Flinchum


Ann Ramage


Stephanie Casey

Tax Senior Manager

Ginny Graef

Tax Senior Manager

Lynne Howard

Tax Senior Manager

Shana Francis

Tax Manager

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