Our Team...

Our dedicated team of financial experts is committed to providing exceptional service and personalized solutions.

Andrew Kupser

Masters in Finance Degree and Data Analytics
Enrolled Agent Tax Preparer
30+ Years in Financial Services
Retired Military Officer & Disabled Vet

Andy has over 30 years of experience in the financial services industry, specializing in investment planning, research, and analysis. He is well-versed in tax preparation for individuals, small businesses, and non-profit organizations. With his extensive background, Andy brings a wealth of knowledge and expertise to help clients make informed financial decisions and maximize their returns. Whether it's developing investment strategies, conducting market research, or ensuring tax compliance, Andy is dedicated to providing top-notch financial services tailored to meet the unique needs of each client. His vast experience and attention to detail make him a trusted advisor in navigating the complexities of the financial world.

Charlotte Smail

Certification/Degree
Experience
00+ Years

Bio . . .

Natalie Morgan

Certification/Degree
Experience
00+ Years

Short Bio . . .