Our Associates

 
  • Scott G. Hackett, CFP®

    Managing Principal

  • Morgan Lane

    Tax Specialist

  • Lisa Shacklett

    Client Relations

  • Megan Bruce

    Office Manager

  • John Palumbo

    Paraplanner

  • Steve Thurber

    Tax Specialist - (Retired CPA)

  • Cliff Strickland

    Tax Specialist - (Retired CPA)