our TEAM
Management Team
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Marybeth banks
Managing Director
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Maya Henricksen
Operations Manager
Tax & accounting team
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phil wright
Senior Accontant
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Kodie Sills
Tax & Accounting Consultant
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Tash Burnap
Tax Consultant
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Elle Burgess
Client Liasion
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Jee Silawan
Tax & Accounting VA
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Jack Christensen
Accountant
Finance team
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kelly wei
Mortgage Broker
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Jodi Banks
Asset & Commercial Broker
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Emma McKinnon
Finance Support
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Nick Logothetis
Mortgage Broker
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Jani bangay
Finance VA
Financial Planning
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Paul Farrelly
Financial Adviser
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Chris Robertson
Financial Adviser
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Jaydyn Andrews
Financial Planning Support
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Jya Epstein
Paraplanner
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Caitlin Wasmund
Financial Planning Support
Bookkeeping
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Amanda Gorry
Bookkeeper
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Sage Henricksen
Bookkeeper
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Daz Serocifino
Bookkeeping VA
Marketing & Reception
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Baylee Morel
Marketing & Events Coordinator
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Ellie Towns
Receptionist
Property Management
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Deborah Pannell
Property Manager
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Sarah Wyman
Property Manager