Broker Check

Our Team

Kay Stienessen

CPA Financial Advisor


I have been in the accounting and tax business both as a tax practitioner and CPA for over 20 years. In that time I became more and more interested in the Financial business as I saw many financial issues and errors come across my desk...

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Matthew Neal

Tax Preparer and Administration

Matthew J Neal is a tax preparer and also my administrative assistant. He has worked with me since January 2016. He started his career in the United States Marine Corps. He worked in the Administrative department making travel...
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