Certified Public Accountant
Ashton is a licensed CPA and a cum laude graduate of DeVry University with a Bachelor’s degree in accounting. She has also attained her Master’s of Business Administration in accounting from The Keller Graduate School of...
Kathryn is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Public Accountant. She takes pride in helping clients minimize their taxes while increasing their wealth.
Wealth Management Assistant
Tara is the assistant to Kathryn and Ashton. Please feel free to contact her for assistance.