United Team
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United Team
Our team approach adds perspective to all we do and provides increased benefits to our clients. Staci has established her career over the last 17 years in public accounting specializing in complex business accounting methods. Originally from Louisville, KY, she moved her family to South Florida in 2011 and has 4 children together.

A family man, Glen has flourished in South Florida with his wife, 2 sons, and daughter. Making the move to Delray Beach from the Midwest in 2011, Glen's experience was established while succeeding at 2 of the largest financial. With over 10 years of financial industry experience, Zach has worked with 2 of the largest financial firms in the country.
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Taxes represent the single biggest expense most Americans will incur in a lifetime. Yet, simple tax preparation typically does not focus on the tax planning strategies that can help you save money each year. Tax planning ensures that you keep the majority of your wealth rather than being penalized for success.
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