Meet the Team
We’re not just about filing taxes; we’re about building a stronger financial future. With expertise in tax strategy, financial planning, and retirement solutions, we’re here to provide insights that go beyond the basics. Just like you wouldn’t trust your physical health to anyone less than a qualified professional, your financial health deserves the same level of care.
Mike Monteith, CFP®
CERTIFIED FINANCIAL PLANNER™
Michelle McDowell
Client Relations Manager
Master of Professional Accountancy
Kemp Maer
Tax Associate
Jack Monteith, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant
Alicia Diethert
Tax Associate
Support Staff
Behind every great team of professionals is an extraordinary support staff. Often working behind the scenes, their dedication to boosting morale and spreading positivity is unmatched. We’d be remiss not to give them the recognition they deserve. So, without further ado, we’re thrilled to introduce the friendly, furry members of our support staff who make every day brighter!
