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.
Mark S. McKinley, CPA, CFP ®
Samuel A. McKinley, CPA
Nicholas P. Nosker, CPA
Bradley T. Cieleski
Logan L. Reed, CFP®
Justin T. Ransel, CPA
Karen E. Gilhousen
Samantha J. Kennedy
Kristen A. Graham
Ryan T. Mitskavich
Margaret F. Schmader
Our Core Values
principled in character, honest, willingness to admit mistakes, integrity behind every action
reliable and worthy custodian of the trust and confidence placed in them by others
measured in approach ‐ uses sound judgement ‐ has the humility of a person trained to do a job well
has a drive to become the best at what he/she does
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 adice 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.
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