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Meet the Team
> Richard
Chase, CPA/PFS
> James
Barrett, CPA/PFS, MST
> Doug Wheat, CFP®
> Teresa
Judycki, CPA, MST
> Dawn
Badorini, MST
> Heather Ankstitus |
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Richard Chase, CPA/PFS
Principal, Wealth Manager
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James Barrett, CPA/PFS, MST
Principal, Wealth Manager
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Doug Wheat, CFP®
Financial Planner
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Teresa Judycki, CPA, MST
Tax and Estate Specialist
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Dawn Badorini, MST
Tax and Financial Planning Specialist
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Heather Ankstitus
Operations and Client Services Associate
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