Please review our tax return request.
Reviewing your 2022 return will make it easier for us to determine what tax strategies are best for you for the remainder of 2023.
We invite you to reach out to our team with questions!
Principal | President & Chief Investment Officer
Principal | Director of Wealth Management
Principal | Director of Wealth Strategies & Chief Compliance Officer
Director of Wealth Management
Principal | Director of Wealth Management
Director of Wealth Strategies
Director of Research
Compliance Manager
JEFFREY G. LENHART, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
