Our Ohio-based Team
With more than 30 years’ experience in finance and accounting, Stephen specializes in advanced tax-planning strategies, asset preservation, and retirement planning.
Stephen helps clients understand their benefits and how to maximize their retirement income. Plus, he gives his clients a wealth of info to help them make informed retirement planning decisions for their families.
In addition to meeting with clients, Stephen hosts educational retirement and taxation workshops around the country.
Stephen spends his time outside of work with his wife of nearly 30 years, Pamela, and their daughter Angel. Like his commitment to helping others, Stephen’s commitment to being in the best shape possible requires dedication and persistence. This means that you can often find him pressing weights at the gym, getting some cardio in, and maintaining a low-carb diet.
George Elias – CPA
George possesses income tax planning and compliance expertise with Fortune 500 companies and more. He specializes in federal, state, and local taxes and compliance.
Serving as the senior CPA, George manages a team of CPAs who compile and present tax plans to employees, high net-worth earners, 401k enrollees, and pre- and post-retirees.
Understanding how future taxes will impact each income stream gives George a unique perspective when he creates a strategic retirement plan that details a client’s lifetime income. He holds professional memberships with the American Institute of Certified Public Accountants and the Ohio Society of CPAs.
George is a long-term Steelers and Indians fan who cheers them on every chance he can. He enjoys spending his time outside of work with his wife Tammy and 2 children.