We're a part of your community.

THE FOUNDER

Jim Kantowski, CFP®, CPA


When he's not busy building on his 20 years experience, you'll find him involved in his community. He is on the board of the Financial Education Foundation and co-founder of Fish For a Cure. He also coaches basketball and baseball for his four children.

Bio
 

THE TEAM

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Samantha Winogrond, CPA
Financial Advisor

Bio

A previous small business owner herself, Samantha understands your needs. She also understands what it's like to balance work with cyclocross racing, a toddler, and traveling.

 

Ginger Vance
Director, Client Services

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With over 15 years experience, she knows what you need. When she's not making our clients' lives better, Ginger loves to travel with her family and advocate for quality education in her community.