OUR EXPERTS

Meet Our Team of Experts

Decades of combined experience across tax, business management, and financial planning — dedicated to the people who perform at the highest level.

In Memoriam
To those whose lives shaped our past and continue to guide our future.
Jay Barr
Jay Barr
COO / CFO
Bob Philpott
Bob Philpott
Founder, Philpott Meeks
Bob Satin
Distinguished Partner
George Savitsky
George Savitsky
Founder