Financial Services Team
Ronn Kudlacek, MS, CFP®, CPA, CMFC®
Managing Partner | Financial Advisor
Brad Wilson, CLU®
Managing Partner | Financial Advisor
Savara McDaniel, CFP®, BFA™, NSSA®
Director of Financial Planning | Financial Advisor
Laura Fossen, BBA, CPA
Financial Services Coordinator
Kristy Davis
Scheduling Coordinator
Marium Rahim, FPQP™
Lead Client Service Associate
Tax Team
Terri Brechter, MACC, CPA
Managing Partner | Director of Tax
Shannon Versnel, EA
Tax Supervisor
Debra Petalcu
Bookkeeping Manager
Angie Boone
Tax Preparer | Bookkeeper
Cinda Brown
Administrative Assistant
Cheryl Foster, AFSP
Tax Preparer
Scottie Hardy
Tax Preparer
Jackie Hoyt
Lead Bookkeeper
Jennifer Delgado
Bookkeeper
Ashley Petalcu
Tax Preparer | Bookkeeper
Danyale Reid
Client Support Specialist
Catalino Muniz
Tax Preparer
Donna Gruetzmacher, EA
Tax Preparer
Kristin Meissner
Tax Preparer
Kristy Davis
Scheduling Coordinator
Raksha Shetty, MACC
Bookkeeper
Sharon Sanchez
Client Support Specialist
Annette Santini, CPA
Tax Reviewer
Logan Mannewitz
Tax Preparer Intern