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Our Team

A Client Centered Team That Goes Beyond The Numbers

Our team of experts provides tax-smart strategies tailored to you. We are backed by the technology and technical expertise of national broker-dealer Avantax Wealth ManagementSM and we operate as an independent fiduciary firm that provides clarity on the products and services that fit your unique goals and situation. Our tax and financial professionals go beyond the numbers of providing a financial plan or tax return - we provide an experience, unlike any other.

Financial Services Team

Ronn Kudlacek

Ronn Kudlacek, MS, CFP®, CPA, CMFC®

Managing Partner | Financial Advisor

Brad Wilson

Brad Wilson, CLU®

Managing Partner | Financial Advisor

 Savara  McDaniel

Savara McDaniel, CFP®, BFA™, NSSA®

Director of Financial Planning | Financial Advisor

Laura Fossen

Laura Fossen, BBA, CPA

Financial Services Coordinator

Kristy Davis

Kristy Davis

Scheduling Coordinator

Marium Rahim

Marium Rahim, FPQP™

Lead Client Service Associate

Tax Team

Terri Brechter

Terri Brechter, MACC, CPA

Managing Partner | Director of Tax

Debra Petalcu

Debra Petalcu

Bookkeeping Manager

Angie Boone

Angie Boone

Tax Preparer | Bookkeeper

Cinda Brown

Cinda Brown

Administrative Assistant

Scottie Hardy

Scottie Hardy

Tax Preparer

Jackie Hoyt

Jackie Hoyt

Lead Bookkeeper

Ashley Petalcu

Ashley Petalcu

Tax Preparer | Bookkeeper

Danyale Reid

Danyale Reid

Client Support Specialist

Catalino Muniz

Catalino Muniz

Tax Preparer

Kristy Davis

Kristy Davis

Scheduling Coordinator

Sharon Sanchez

Sharon Sanchez

Client Support Specialist

Logan Mannewitz

Logan Mannewitz

Tax Preparer Intern

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