Meet the Staff
Click on any of the staff members' pictures to see a short bio.
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Steve Wagner
President, El Presidente
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Catherine Wagner
Investment Executive
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Jerrilyn Coulter
Account Representative, Tax Preparer
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Becki Peters
Account Representative, Tax Preparer
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Sean Wagner
Office Manager, Investment Executive
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Huy Ngo
IT Specialist, Account Rep., Tax Preparer
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| Meet the StaffHelpful Links
Taxes? No problem!
We can handle all of your tax filing needs from monthly sales taxes to your yearly business and personal tax returns! Click here for more details... |
Got QuickBooks?
We have Quickbook Specialists who can train you how to utilize this valuable utility to help your business run more efficiently! Click here for more details... |
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