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