Services Directory
Category: Certified Public Accountant
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Robert Bernard, Partner
Brush Bernard LLP
Brush Bernard LLP
Janel Carroll, Senior Wealth Advisor & Shareholder
Truepoint Wealth Counsel
Truepoint Wealth Counsel
April Caudill, Director of Advanced Solutions
Principal Financial Group
Principal Financial Group
Janie Evans, Tax Partner
Cassady Schiller CPAs & Advisors
Cassady Schiller CPAs & Advisors
Mark Gaudet
Clark, Schaefer, Hackett
Clark, Schaefer, Hackett
James McGrath, Partner, Director of Wealth Management Services
Cassady Schiller Wealth Management
Cassady Schiller Wealth Management
Tracy Meguire, Owner
Thrive Strategic Wealth
Thrive Strategic Wealth
Lisa Riccardi, Tax Director
Dean Dorton (fka VonLehman & Company, Inc.)
Dean Dorton (fka VonLehman & Company, Inc.)
William Schult, Managing Director
Trinity Aging Life Advisors
Trinity Aging Life Advisors
Diana Veid
Veid & Veid
Veid & Veid