Partner/Investment Advisor
Allan brings over 20 years of business and investment experience. He understands a client's investment portfolio can include a diverse set of assets and a family's most important savings tool. Alongside his individual investment experience, Allan is a Certified Exit Planning Advisor to help business owners keep m
Partner/Investment Advisor
Allan brings over 20 years of business and investment experience. He understands a client's investment portfolio can include a diverse set of assets and a family's most important savings tool. Alongside his individual investment experience, Allan is a Certified Exit Planning Advisor to help business owners keep more cash when they sell their businesses. With his expertise, Allan provides practical solutions tailored to each client's unique needs ensuring peace of mind.
Partner/Investment Advisor
Chelsea is a Certified Management Accountant (CMA) and is an Enrolled Agent (EA) with the IRS. Alongside individual and corporate tax preparation, Chelsea has worked with hundreds of business owners and families to develop tax-wise strategies. She believes that investment strategy and tax strategy are two lanes o
Partner/Investment Advisor
Chelsea is a Certified Management Accountant (CMA) and is an Enrolled Agent (EA) with the IRS. Alongside individual and corporate tax preparation, Chelsea has worked with hundreds of business owners and families to develop tax-wise strategies. She believes that investment strategy and tax strategy are two lanes of the same highway. This means that clients can achieve more success when the two work seamlessly together.
Kansas Location:
by appointment only
5931 Nieman Road
Suite 200
Shawnee, KS 66203
Boston Location:
by appointment only
33 Broad St
2nd Floor
Boston MA 02109
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