- Business Valuation
- Investment Review
- Life Insurance Review
- Long Term Care Review
- Retirement Review
Wealth Management
Michael Simms
- Business Valuation (BizEquity)
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Matt Morris
- Estate Planning Specialist (Estates $0 to $5m)
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- Trust & Estate Planning Review
Heather Schriber
- Social Security Specialist
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- Social Security Review
Fritz Strehlow
- Business Valuation (Certified Valuation Study)
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- Areas of Expertise
Chris Hall
- Estate Planning ($0 to $5m)
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- Trust & Estate Planning Review
Bruce Gendein
- Advanced Qualified Plans
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- Advanced Business Tax Strategies Review
- Employee Retirement Plans Review
- Executive Compensation Plans
- Key Person Coverage Review
Ben Golden
- Tax Resolution Specialist
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- Advanced Business Tax Strategies Review
- Advanced Personal Tax Strategies Review
Ami Kassar
- Multi-Funding
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- Business Financing Options Review
