How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Crystal Petroski
VFO - Strategic Planning, Staffing, Payroll, HR Consulting
Trevor Patching
VFO - SERP - Advanced Premium Financing
Justin Kirkland
VFO - Annuity Specialist
Justin Jones
VFO - Life Insurance Specialist
Janel Sykora
VFO - Software Service (Tax Review System)
Josh Malancuk
VFO - Cost Remediation
Loren Hollingsworth
VFO - Tax Mitigation
Mark Goodman
VFO - Premium Financing
Mark Sims
VFO - Captive Insurance
Darren Sugiyama
VFO - Premium Financing
Matt Miller
VFO - International Tax Specialist
Michael Galdieri
VFO - Employee Retention Credits and R&D Tax Credits
Michael Sir
VFO - Disability Insurance Specialist
Nathan Bradley
VFO - Business Consultant
Kristen Gordan
VFO - CFP Consultant
Jonathan Harris
VFO - CPA - NJ
Aleksander Dyo
VFO - Advanced Pension Plans
Ami Kassar
VFO - Business Financing
Andrew Lassise
VFO - Cyber Security Specialist
Andy Ruhland
VFO - Employee Benefits Specialist
Ashley Tonelli
VFO - Life Insurance Specialist
Ben Golden
VFO - Tax Resolution Specialist
Brian Kelly
VFO - Work Opportunity Tax Credits
Bruce Gendein
VFO - Advanced Qualified Plans
Chris Blees
VFO - Business Sale & Succession Planning
Chris Hall
VFO - Estate Planning
Chris Ostler
VFO - R&D Tax Credits
Chris Rivera
VFO - Outsourced Staffing Services
Christi Schatzberg
VFO - Annuity Specialist
Craig Stone
VFO - Tax & Estate Planning
David Wolf
VFO - Long Term Care
Derek Spitzer
VFO - Captive Insurance Companies
Don Feldman
VFO - Business Exit Planning
Fritz Strehlow
VFO - Business Valuation
Ian Welham
VFO - Proactive Facilitator
James Duggan
VFO - Advance Tax Planning Consultant
Jeff Deckman
VFO - Leadership - Consultant
Wilton White
VFO - Digital Employees & Robotics
Joel Grushkin
VFO - Cost Segregation
John Frazier
VFO - Charitable & Legacy Planning Specialist
Jon Kuttin
VFO - Leadership - Consultant
Jon Randall
VFO - Business Coaching
Jordan Cross
VFO - Qualified Plans
Kim Blaugher
VFO - ESOP Expert
Lindsay Czajka
VFO - Digital Marketing Consultant
Michael Simms
VFO - Business Valuation
Nick Johnson
VFO - 1031 Exchanges & DST
Noel Ciambotti
VFO - Merchant Processing
Paul Latham
VFO - Business Strategy Consultant
Randy Fox
VFO - Tax and Estate Planning
Ron Elwood
VFO - Outsourced CFO Specialist
Scott Grotjan
VFO - Cost Remediation
Todd Steinberg
VFO - M&A - Practice Acquisitions & Disposals
Trevor Arnold
VFO - Outsourced CFO Specialist
Donald Dee
VFO - Director RCNH - Rare coins & metals
Brian Bosley
VFO - Behavioral Change Coach
Chris Sargent
VFO - Advanced Personal Tax Strategies Review
Craig Stone
VFO - Advanced Tax and Estate Planning
Dan Zimanski
VFO - Business Growth Consultant
Emily Freitas
VFO - Team-Based Model Success Specialist
Heather Schriber
VFO - Social Security Specialist
Jacque LeFore
VFO - Outsourced Financial Planning Specialist
Jason Kurchner
VFO - Tax Planning
Jeff Stolper
VFO - Cost Remediation
Laurence Whittam
VFO - Outsourced Bookkeeping, CFO and Tax Professionals
Mark Wagener
VFO - Outsourced Payroll and HR
Matt Morris
VFO - Estate Planning Specialist (Estates $0 to $5m)
Matthew McNamara
VFO - Audit and Assurance Services to Private, Public and Nonprofit companies
Mitch Nelson
VFO - National Disability Insurance Specialist
Scott Phillips
VFO - Tax Mitigation, Oil & Gas Developmental Drilling Programs
Sean Rodgers
VFO - Fractional CFO/bookkeeping using Automation/AI
Ted Lavin
VFO - Advanced Business Tax Strategies Review