Meet The Team      

Decades of Proven Financial Expertise Driving Your Success

  • Portrait of an older man with white hair and a mustache wearing a light blue collared shirt, standing against a textured gray wall.

    Guy Williams, CPA

    CEO - Chief Executive Officer

  • A man with light brown hair and beard, wearing a dark suit, white shirt, and red tie, standing against a plain beige background.

    Gregory Poole

    COO - Chief Operating Officer

  • A woman with blonde hair smiling and leaning against a wall, wearing a white top and earrings.

    Laurie Giebeig

    CBO - Chief Business Officer