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Wealth Management

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Michael Simms

  • Business Valuation (BizEquity)
  • Business Valuation
  • Investment Review
  • Life Insurance Review
  • Long Term Care Review
  • Retirement Review
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Matt Morris

  • Estate Planning Specialist (Estates $0 to $5m)
  • Trust & Estate Planning Review
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Heather Schriber

  • Social Security Specialist
  • Social Security Review
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Fritz Strehlow

  • Business Valuation (Certified Valuation Study)
  • Areas of Expertise
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Chris Hall

  • Estate Planning ($0 to $5m)
  • Trust & Estate Planning Review
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Bruce Gendein

  • Advanced Qualified Plans
  • Advanced Business Tax Strategies Review
  • Employee Retirement Plans Review
  • Executive Compensation Plans
  • Key Person Coverage Review
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Ben Golden

  • Tax Resolution Specialist
  • Advanced Business Tax Strategies Review
  • Advanced Personal Tax Strategies Review
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Ami Kassar

  • Multi-Funding
  • Business Financing Options Review
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Be Secure and Optimize your Assets.

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