Meet Our Team

Angie McCarthy

Angie has more than 28 years of experience in the finance industry. Her expertise includes employee stock options, family finances, women’s financial strategies, retirement planning strategies, saving for education and divorce financial planning. She works with clients to create an individualized...

Stephen Carland

Stephen is a Certified Public Accountant with over 15 years of combined experience in private and public accounting. He is driven to provide excellent customer service and works diligently to minimize client tax responsibility. Holding degrees in Economics and Accounting, he understands the importance of integrating sound financial planning with income tax planning and preparation.

Becky Smith

Becky is a Finance and Accounting Professional who has many years of experience working directly with clients, helping to provide reliable and timely results. Her goal will be to answer any questions you may have, assisting you and keeping you updated and informed. It will always be her priority to work with you to secure the most beneficial outcome possible.