About Us

 

Our mission is to minimize your tax liability and maximize your financial freedom.

Jim Silbernagel

James Silbernagel
CFP®, CEPS, LACP, LUTCF

President

Joanne Silbernagel

First Lady, Independent Agent, & Collaboration Manager

Rhonda Shirazi

Head CPA

Angela Silbernagel

Director of Marketing & General Manager

Lisa Casey

Accounting Assistant

Ann Schmidt

Accounting Assistant

Amber Ambrad

Accounting Professional

Erin Embry

Accounting Assistant

Katie Talbot

Accounting Assistant