Broker Check

Meet The Team

At our firm, we have the client—and only the client—in mind.

Our tax preparers strive to provide excellent service year round. We have a substantial group of seasonal staff during the tax season and a smaller full-time staff during the rest of the year. We are confident that with our comprehensive tax training, coupled with our understanding of personal finance, we can provide outstanding and personable tax service. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp their tax situation and use those concepts to pursue their future and ongoing financial objectives. Come in today to meet our personable personnel!

Jason  Rose

Jason Rose

President, EA, Investment Advisor Representative

(414) 541-4900

(414) 541-6220

Pam Justus

Pam Justus

Financial Advisor & Tax Preparer

414-541-4900

414-541-6220

Cassandra Pasbrig

Cassandra Pasbrig

Tax Preparer & Investment Advisor Representative

414-541-4900

414-541-6220

Patti T

Patti T

Accountant & Tax Preparer

414-541-4900

414-541-6220

Terri H

Terri H

Full Time Administrative Staff

414-541-4900

Gary M

Gary M

Seasonal Tax Preparer

414-541-4900

414-541-6220

Dave A

Dave A

Seasonal Tax Preparer

414-541-4900

Jodi D

Jodi D

Seasonal Tax Preparer

414-541-4900

Mike T

Mike T

Seasonal Tax Preparer, EA

414-541-4900

Kristina N

Kristina N

Seasonal Tax Preparer

414-541-4900

414-541-6220

Ken L

Ken L

Seasonal Tax Preparer

414-541-4900

Mike O

Mike O

Seasonal Tax Preparer

414-541-4900

Ron T

Ron T

Seasonal Tax Preparer, EA

414-541-4900

414-541-6220

Wayne O

Wayne O

Seasonal Tax Preparer

414-541-4900

Kelly L

Kelly L

Seasonal Tax Preparer

414-541-4900

Christie H

Christie H

Administrative Staff

414-541-4900

414-541-6220

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.