Josh Holland, CPA | Accountant/ Tax Advisor/ Tax Strategist
Josh provides full-service tax and accounting support to our clients, ensuring these important pieces of your financial plan are addressed both now and in the future. He develops and implements strategies that position your assets most effectively, delivering tax efficiencies that help you achieve your financial goals.
Jason Priebe, CFP® J.D. | Tax Associate
Jillian Krysinski | Director of First Impressions
When you are working with our team, the first person you will meet is Jillian. She is our ever-present smile. Whether it is greeting you in our office or on the phone, ensuring you have access to our technology systems, or assisting the team in serving you, she is here to help and let you know we are a team here to support you.