Bert joined SSC Wealth in 2007 and serves as the leader in charge of wealth management. He brought with him 14 years of...
We partner with our clients to discover and plan for their goals. Our team is here to help.
As CPAs and financial advisors, we take a collaborative and comprehensive approach to financial services.
Check out our financial calculators and find some links to many useful financial websites.
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Asset & Income Protection
Business & Succession Planning
Estate & Gift Planning
Brian became a part of SSC Wealth in 2008 and now serves clients through management consulting, income tax preparation...
Michele re-joined SSC CPAs + Advisors, Inc. in 2005 and then SSC Wealth in 2019. She serves her clients through...
Brenda joined SSC CPAs + Advisors, Inc in 1992 and SSC Wealth in 2008. She has passed her FINRA Series 7 and 66 exams....
Reid joined SSC Wealth in 2015 and assists with estate planning, tax preparation, tax planning and exit planning. Prior...
Scott became a part of SSC Wealth in 2015 and seeks to help others and follow the Golden Rule in working with clients...
Jim joined SSC Wealth in 2007 and provides services in financial and retirement planning. He has passed his FINRA Series...
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