our TEAM

Management Team

  • Marybeth banks

    Managing Director

  • Maya Henricksen

    Operations Manager

Tax & accounting team

  • phil wright

    Senior Accontant

  • Kodie Sills

    Tax & Accounting Consultant

  • Tash Burnap

    Tax Consultant

  • Elle Burgess

    Client Liasion

  • Jee Silawan

    Tax & Accounting VA

  • Jack Christensen

    Accountant

Finance team

  • kelly wei

    Mortgage Broker

  • Jodi Banks

    Asset & Commercial Broker

  • Emma McKinnon

    Finance Support

  • Nick Logothetis

    Mortgage Broker

  • Jani bangay

    Finance VA

Financial Planning

  • Paul Farrelly

    Financial Adviser

  • Chris Robertson

    Financial Adviser

  • Jaydyn Andrews

    Financial Planning Support

  • Jya Epstein

    Paraplanner

  • Caitlin Wasmund

    Financial Planning Support

Bookkeeping

  • Amanda Gorry

    Bookkeeper

  • Sage Henricksen

    Bookkeeper

  • Daz Serocifino

    Bookkeeping VA

Marketing & Reception

  • Baylee Morel

    Marketing & Events Coordinator

  • Ellie Towns

    Receptionist

Property Management

  • Deborah Pannell

    Property Manager

  • Sarah Wyman

    Property Manager