Meet Our Team

Angele Mourot, Senior Tax & Planning Strategist

Angele is the consummate financial and accounting professional with over 30 years experience applying the principles of accounting, finance, investment and taxation to analyze financial information, implement cost saving controls and provide sound advice to business owners and individuals in a wide array of industries. Angele's strong track record of identfying areas for improvement and helping both businesses and individuals implement solid strategies to improve their financial lives is a key reason for our clients' success.  



Katy Lynch, CPA, Managing Controller & Tax Accountant

Katy is a phenomenal numbers person.  She has extensive background in full cycle accounting & financial reporting.  Having her on your team is like having your own Chief Financial Officer. She gives our clients access to a level of expertise in all phases of accounting, systems, tax preparation and business finance/operations usually only available to large companies.