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Meet Our Financial Team

Team Mentality

Acc-U-Rite has a team of Investment Advisors and administrative staff who are easy to reach. Our team works together to ensure that all clients receive personal, human service every time. As fiduciaries, we will help you navigate your financial waters while seamlessly integrating our extensive tax knowledge.

Investment Advisor Representatives

Jason  Rose

Jason Rose

President, EA, Investment Advisor Representative

(414) 541-4900

(414) 541-6220

Pam Justus

Pam Justus

Tax Preparer & Investment Advisor Representative

(414) 541-4900

(414) 541-6220

Cassandra Pasbrig

Cassandra Pasbrig

Operations Manager & Investment Advisor Representative

(414) 541-4900

(414) 541-6220

Investment Assistant and Fingerprinted Assistant

Ashley Rose

Ashley Rose

Tax Preparer & Investment Assistant

(414) 541-4900

(414) 541-6220

Taylor M

Taylor M

Full-Time Receptionist

(414) 541-4900

(414) 541-6220

Meet Our Broker Dealer - Avantax by Cetera

Avantax by Cetera is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC., member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC. a registered investment adviser. Cetera is under separate ownership from any other entity. 

3200 Olympus Blvd., Suite 100, Dallas, TX 75019  l  972-870-6000

Avantax by Cetera

Financial Approach

Every client has a different story. That's why we use a goal-based approach to help you achieve your retirement aspirations.

Explore below to see how our approach will dovetail seamlessly with your needs.

Explore Our Approach

Financial Services

Our team is ready with a variety of services to assist you at every stage of your financial journey. Explore below to see what services we can help you with today!

Browse Our Services
Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.
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What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Learn More

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