Susan Leivas-Sturner, EA
Enrolled Agent, Investment Advisor Representative, Insurance Licensed, Tax Preparer
Spencer MacDougall, CFP®, EA
Accounting Manager, Enrolled Agent, Investment Advisor Representative, Insurance Licensed, Tax Preparer
Charles McManuis, MBA, RTRP
Financial Services Representative, Insurance Licensed, Tax Preparer
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.