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Meet The Team
Mike Monteith

Mike Monteith, CFP®
CERTIFIED FINANCIAL PLANNER™

Jack Monteith

Jack Monteith, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant

Michelle McDowell

Michelle McDowell
Client Relations Manager
Master of Professional Accountancy
CPA Candidate

Dan Pugh

Dan Pugh
Business Development

Alicia Headshot 01-11-2024.jpeg

Alicia Diethert
Tax Professional
Marketing

Chief

Chief
Advertising and Barketing
Morale Manager

About: Testimonials
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