Key Team Members

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Randall is the Team Leader and Head Coach for your Wealth journey. An experienced Tax Advisor, former Registered Investment Advisor, and trained Money Coach, Randall puts the pieces together like nobody else and explains it to you in plain language. 

Mark's 40+ years as an accountant and advisor will help you put together a plan for a lifetime of managing your Wealth. It's not just about the Here and Now, but also about what happens After. 

Both a practicing CPA and Enrolled Agent, Lorraine knows the details of the Tax Code and how to keep the government from taking what it isn't entitled to get. Whether it's preparing tax returns or keeping the IRS at bay, she'll keep the government out of your worries.

Susan spent a full career as a financial specialist with a worldwide industrial conglomerate and ultimately retired as a senior executive. Her background in understanding both finance and human nature will keep you grounded.