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Meet Our Financial Team

Team Mentality

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
What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.
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Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
Learn More
Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn More

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