Our Team
All of your advisors in one firm
Danny Worrell, CPA
Managing Shareholder, Wealth Advisor
Nora Wilson, CFA, CFP®
Shareholder, Director of Wealth Management
Darlene Westberry, CPA
Shareholder, Director of Accounting
William Knight, CPA
Senior Accountant
Greg Chapas
Wealth Advisor
Alexander Shulzhenko
Staff Accountant
Daniella Kapuschansky, MBA
Staff Accountant
Ready to Take Control of Your Financial Future?
Schedule a complimentary consultation with one of our expert advisors to discuss your goals and how we can help you achieve them.