Our Ohio-based Team
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.
Angel Way – MBA, ChFEBC
Angel serves clients, 401k plan enrollees, high-net worth earners, and pre- and post-retirees.
As a professional speaker, Angel hosts workshops throughout the United States. Her workshops cover benefits, retirement planning, Social Security, required minimum distributions, and trusts and estate planning.
Being a Chartered Federal Employee Benefit ConsultantSM, Angel tailors each solution to meet the individual needs of her clients. These customized solutions are based on 3 principles: tax efficiency, income maximization, and long-term growth. She is a Registered Member of the National Ethics Association.
Outside of work, Angel loves martial arts. She has 15 years of martial arts training holding a second-degree black belt in Taekwondo and is training Brazilian Jiu-Jitsu. She also enjoys bowling and ice skating.