Our Team

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Steven D. Cox

Director of Advanced Planning

Merrill Taylor

Tax Strategist

Scott Phillips

Director of Alternative Investments & Tax Mitigation

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Charles Riggs

Client Relationship Lead

Steven D. Cox

Director of Advanced Planning

Merrill Taylor

Client Relationship Lead

Ian Welham

Proactive Facilitator

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Ashley Lupiani

Life Insurance Solutions

Boris Piskun

Tax Mitigation Specialist using Solar Investment Strategies

Brian Ableman

Employee Benefits,Personal and Commercial Insurance

Chad Koebnick

Sovereign Tribal Tax Credits

Chase Ravsten

Leveraged Deductions (Fee Simple)

Damayanti Weese

Research and Development Tax Credits & Employee Retention Credits.

Daniel Gramann

Small Business Growth, Scaling, and Increasing Enterprise Value

Darren Sugiyama

IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan

Geoff Bruskin

CPA/Accounting/Wealth Management Firms: M&A, Recruiting, Consulting, and Joint Venture Creation

Jacob Fleming

45L: Energy Efficient Home Credit & 179D: Energy Efficient Commercial Building Deduction + Energy Evaluation Program (Green appraisal).

Jay Frank

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Josh Yager

Trust and Estate Settlement

Julian Movsesian

Strategic partner in Premium Financing and Advanced Life Insurance solutions.

Julio Gonzalez

Cost Segregation plus Advanced Tax Incentives

Keith Conway

Providing advisory and execution services to help families grow, manage or preserve real estate wealth.

Mark Mrky

Life Settlements

Michael Wessels

Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies

Mitch Nelson

EAT/Secura Disability Insurance Specialist

Paavan Kotini

Client Facing EAT (Life Insurance and Annuities) Integration Specialist

Reid Limpert

Section 105 Voluntary Group Benefits Plans

Rocky Cathey

National Cost Reduction Consultant, specializing in Employee Group Healthcare

Steve DeTray

Business Exit Planning & Certified Business Valuation

Ted Jenkin

Sell Side M&A/Exit Consulting For Founder Led Businesses

Tim Goering

Sales Tactics Coach

Tracy Armstrong

Certified College Funding Specialist

Charles Riggs

Research and Development Tax Credits

Jesse Raynes

Tax Mitigation Specialist using Solar Investment Strategies

Merrill Taylor

Client Relationship Lead

Roger Roundy

Private Reinsurance Specialist

Ted Landgraf

Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn

Trever Jones

Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)

Aleks Dyo

Charitable Gift Financing / Advanced Pension Plans

Ami Kassar

Business Financing Specialist

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Ben Golden

Tax Resolution Specialist

Bruce Gendein

Advanced Qualified Plans

Chris Hall

Estate Planning ($0 to $5m)

Craig Stone

Advanced Tax and Estate Planning

Dan Zimanski

Business Growth Consultant

Darren Sugiyama

Premium Financing (Min $2.5 Million Net Worth)

Derek Spitzer

Captive Insurance Companies

Don Feldman

Business Exit Planning

James Duggan

Advanced Tax and Estate Planning

Jeff Deckman

Leadership, Cultural and Business Growth Expert

Jeff Stolper

Cost remediation specialist for businesses and business owner’s personal expenses.

Joel Grushkin

Cost Segregation

John Frazier

Charitable and Legacy Planning Specialist

Jon Randall

Advisor Growth Coach

Josh Malancuk

Cost Remediation - Property Tax Reduction and Economic Incentives

Kim M. Blaugher

ESOP Expert

Laurence Whittam

Outsourced Bookkeeping, CFO and Tax Professionals

Loren Hollingsworth

Structured Ownership Program: Tax mitigation for both capital gains and ordinary income (excluding W-2 income).

Mark Goodman

Premium Financing - Premium Funding (Min $10 Million Net Worth)

Matt Miller

Tax Incentives for Export Businesses

Matt Morris

Estate Planning Specialist (Estates $0 to $5m)

Michael Simms

Business Valuation (BizEquity)

Michael Sir

Disability Insurance Specialist - Provider of DI Planning Software

Noel Ciambotti

Merchant Processing Specialist - Credit Cards and ACH

Paul Latham

Client Business Advisory

Randy Fox

Advanced Tax and Estate Planning

Ron Elwood

Outsourced CFO Specialist

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

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