Meet the Staff

Our team approach means that there will always be an expert available to assist you at any time even when your main point of contact is unavailable. We have 12 dedicated staff including 3 CPAs (certified public accountants), 2 CFPs (certified financial planners), and 4 IARs (investment advisor representatives). As you get to know each of our staff, you will find them reliable, courteous, and attentive to your needs.

Group Photo 1
Mark

Mark S. McKinley, CPA, CFP ®

Samuel

Samuel A. McKinley, CPA

Nick

Nicholas P. Nosker, CPA

Brad

Bradley T. Cieleski

Logan

Logan L. Reed, CFP®

Justin

Justin T. Ransel, CPA

Karen

Karen E. Gilhousen

Samantha

Samantha J. Kennedy

Kayla 1

Kayla Troutman

Ryan

Ryan T. Mitskavich

Margaret

Margaret F. Schmader

Our Core Values

1

Integrity

principled in character, honest, willingness to admit mistakes, integrity behind every action

2

Trust

reliable and worthy custodian of the trust and confidence placed in them by others

3

Professionalism

measured in approach ‐ uses sound judgement ‐ has the humility of a person trained to do a job well

4

Expertise

has a drive to become the best at what he/she does

Our Philosphy

In our experience, our relationships grow more rewarding over time (both financially and personally). Although in many cases we do identify opportunities where we can help clients make immediate changes to improve their business or to save taxes, ultimately our main goal is to get to know you and to understand your goals. Because so often we find that making the right decision or recommending the right solution requires a foundation of understanding between a client and their advisors and that foundation grows stronger over time.

How to Get The Financial Clarity You Need

Meet with an Advisor

Help us understand your concerns and goals

Chart a clear financial future

Follow our actionable advice designed to free you to live the life you want!

Navigating your financial future doesn’t have to feel foggy.

Avoid tax planning mistakes or unsecured financial advice that creates an unclear future. Schedule a meeting with one of our staff today to chart your financial future.

Schedule a meeting >

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