Your Team of Industry Experts
No one person is wise enough to know all aspects of financial planning. I work closely with driven independent founders to execute, meeting virtually and communicating together to give you the best results.
With me as your planner focused on your life mission, we will loop in these experts. From estate planning, taxes, insurance, health insurance, 401(k)s, we will coordinate and execute based on your individual plan. All with transparent cost, no revenue sharing, and understanding of what is happening with your money.
Brock Buckles - Co-founder
Peter Ciravolo - Co-founder
BC Brokerage is an independent insurance firm built to serve fee-only financial advisors and their clients. We offer planning-first solutions across life insurance, disability income, annuities, long-term care, and both personal and commercial property & casualty coverage.
Our team works alongside advisors to help implement insurance strategies that align with the financial plan. We simplify the process, provide objective guidance, and deliver options from top-rated carriers based on each client’s unique needs.
Whether it’s term insurance, income protection, or liability coverage, we’re here to make insurance clear, efficient, and pressure-free.
Matteo Hoch - Founder
Bird Spring Tax was started by Matteo Hoch. Matteo is an Enrolled Agent licensed by the IRS, a candidate for CFP® certification, and an active volunteer with the AARP Foundation Tax-Aide, where he leads a site providing free tax preparation in Las Vegas.
Shanna David - Managing Partner
Shanna is the managing partner at Advanced Tax Solutions. Her and her team, brings her strong experience in handling complicated tax situation and executing at a high level for high income individuals and business owners.
Advanced Tax Solutions is a full service, year-round tax preparation and consultation firm. We focus solely on income tax for individuals and small businesses. We are committed to providing our clients with the highest level of professionalism, responsiveness, and quality.
Christian Roduner - Junior Partner
Christian brings over a decade of health insurance experience. With a deep background of the industry, including helping develop and bring new products to the marketplace.
As a Junior Partner at Apollo Insurance, Christian is hard working individual that continues to find the best options for each client. Health Insurance is a very confusing topic for most families and businesses, a lot of the time they just write the check for it and want nothing to do with it.
People have no idea the options that not only could save you dollars on your monthly premium, but a lot of the time that offers a better benefit. Working with licenses with almost every carrier on the Marketplace (ACA) plans as well as private and short term carriers it is impossible to not meet the clients needs.
Sean Graham - Founder
Sean Graham, CPA is a nationally recognized tax advisor and founder of Maven Cost Segregation Tax Advisors, a firm that works exclusively with real estate investors, developers, and business owners to unlock accelerated depreciation through cost segregation studies.
With a dual background as a registered CPA and active real estate investor, Sean has built a reputation for helping clients keep more of what they earn. He has personally invested in multifamily properties, commercial assets, and self-storage developments, giving him first hand insight into the challenges and tax opportunities investors face at every stage.
Sean’s mission is simple: provide high-quality, audit-defensible cost segregation studies that support long-term portfolio growth. Whether working with seasoned operators or first-time buyers, Sean and his team make tax planning practical, strategic, and investor-friendly.
Cristyn Kelly - Founder
Cristyn Kelly is the founder and managing attorney of Axis Law Group. She formed the firm because at her very core, she is family-centered. Every member of the Axis Law Group team is hired because they each align with the firm’s core value of putting family first. Always.
Zaac Cook - Regional Director
With over 25 years in the investment and retirement industry, I began my career after graduating from the University of Missouri in 2002. Moving to Atlanta, I unexpectedly joined an employee benefits firm as Director of Retirement Plan Sales. Though initially under-qualified, I adapted to the evolving regulatory landscape of defined contribution plans. My passion for financial services stems from a desire to help everyday people, inspired by my middle-class upbringing and my grandfather’s lessons on mutual funds and diversification. Despite his lack of formal education or financial industry access, his disciplined saving ensured future opportunities for our family.
My career spans the advisor, investment, and recordkeeping sides of the industry, providing a comprehensive perspective. I’ve spent much of my time working with corporate retirement plan consultants on the West Coast, focusing on institutional investments. Recently, I transitioned to the recordkeeping side, which has been unexpectedly fulfilling. Wherever I work, my mission remains constant: empowering participants to retire on time with sufficient savings.
Outside of work, I enjoy reading, exercising, and spending time with my 13-year-old daughter Bryn, who is my go to for a great chat, favorite travel buddy and the funniest person I know.