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Tim Voorhees, JD, MBA, AEP®

Mark Ziebold, JD, LLM (Principal) Evan Pan, MBA, CFA Pete Lepiscopo, JD

David Holaday, ChFC, CAP Greg Trump, CFP® Gary Million, JD

Lara Johnston


Jane Lockett

Darryl Sopata Tim Stranske Ruth Mannix
Hickson Chen Stacy Sopata Christina Chyou  

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.