Our Associates

 
  • Kenneth Koerner, MBA, CPA, RICP®, CFP®

    Financial Advisor - Avantax

  • Daniel Koerner, CPA

    Financial Advisor - Avantax

  • James Koerner, CPA, CFP®

    Financial Advisor - Avantax

  • Jennifer Gamella

  • Janice Jankowski

  • Santino Roma