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, bring a strong level of 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 Roduner is a Junior Partner at Apollo Health Insurance, where he specializes in helping independent contractors, small businesses, and associations navigate the complexities of health coverage. He offers four primary coverage options: marketplace plans, short-term options, private carriers, and association-based health plans, providing tailored solutions to meet the unique needs of each client.
Christian has a special niche in working with associations, partnering with multiple counseling associations across the United States to offer their members exclusive health coverage options and valuable resources—including access to a dedicated claims team and customer support team to ensure clients are taken care of the right way. He services clients in all 50 states and is committed to making health insurance straightforward and accessible, no matter the location.
Originally from Rossville, a very small town in Kansas, Christian grew up on a farm, where he learned the values of hard work, integrity, and treating others with respect—principles that continue to guide his professional approach today.
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.
Focus on Family in Missouri and Colorado in helping solve estate planning issues in probate court or solving them before with a great financial plan.
Jarum Stone - Sr. Relationship Manager
Jarum Stone is a Sr. Relationship Manager at Wilson Hand and your go-to tax mitigation specialist for elite entrepreneurs and high-income individuals. With a sharp focus on leveraging key tax codes like Sections 162, 170, 179, and 168(k), Jarum helps clients efficiently mitigate their tax exposure.
At Wilson Hand, we specialize in the complexities of tax law and wealth management, providing expert guidance to business owners, real estate investors, and affluent individuals. For over 30 years, we’ve earned a reputation for excellence by delivering comprehensive solutions that protect and grow your wealth. https://wilsonhand.com/people/ (Our list of attorneys, CPAs, and tax advisors).