Our Team

We partner with our clients to discover and plan for their goals. Our team is here to help.

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Our Services

As CPAs and financial advisors, we take a collaborative and comprehensive approach to financial services.

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Resources

Check out our financial calculators and find some links to many useful financial websites.

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Contact Us

We make ourselves available for our clients and their families.

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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

Bert joined SSC Wealth in 2007 and serves as the leader in charge of wealth management. He brought with him 14 years of...

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.

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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.

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