Wealth Management
Helping you to achieve confidence and financial well-being in all stages of life.

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Greg Bianco, EA
Chief Visionary Officer | Wealth Management Advisor

Bill Kirk, CPA
Tax Practitioner

Debrorah Leef, EA
Tax Practitioner

Staci Delp
Senior Relationship Manager- Accounting

Steven Smaw
Relationship Manager- Accounting & Tax

Michelle Rivera
Relationship Manager- Accounting

Randi Shervington
Client Service Associate

Kim Livingston
Administrative Assistant - Tax