Our Team

As a team, we give you our complete attention to focus on your wants and needs with extensive planning and personalized advice. Our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As experienced professionals, we can help you with an approach designed to address your individual situation. 

"Great things in business are never done by one person.
They're done by a team of people."

-Steve Jobs

Linda Gardner

Linda Gardner, CPA

CEO, Radio Show Host, Author

Carl Gardner

Carl Gardner

Co-Founder

Zach Roberts

Zach Roberts

Financial Advisor / Communications Specialist

Joel Cavaliere

Joel Cavaliere, CFP®

Financial Advisor

Angie Jesse

Angie Jesse

Client Services Specialist

Angela Ortiz

Angela Ortiz

Administrative Assistant

How may we help you today?

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