Our Services

Planning

Investment Planning

Tax Planning

M&A Advisory

Retirement Planning

Estate Planning

Meet the Team

Robert T. Taylor
JD, CPA, CVA

Brett long
CFP, CRPC

Bryan Long
CFP

Andrew Morgan
CPA

Tracey Pannell
Director of Compliance & Client Services
Tom Taylor
CPA
Brett Quayle
CFP, CRPC

Robert Quayle