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Tim Voorhees, JD, MBA, AEP®

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

 
David Holaday, ChFC, CAP Greg Trump, CFP®

Lara Johnston

 
       

Lisa Dau

Darryl Sopata Tim Stranske Valerie Dimalanta
       
Hickson Chen Stacy Sopata Caleb Tu Janie Harriman
       

   

David Han

Monica Gilbert    
 

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.