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Anna Diaz
Partner
San Diego, California
Business owner planning · CFP®, CPWA®, CEPA®, AEP®
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Brett Miller
Managing Partner, Charlotte
Charlotte, North Carolina
Business owners · CPA, CFP®
PROFILE WITH PUBLIC SOURCES
Charlie Jordan
Partner
Atlanta, Georgia
Retirement planning · CPA, CFP®, CeFT
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Heather Locus
Partner
Itasca, Illinois
Divorce planning
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James Ciprich
Partner
Morristown, New Jersey
Retirement planning · CFP®
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Lisa Brown
Partner
Atlanta, Georgia
Corporate executives
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