Our team blends deep knowledge and experience as trusted advisors with proven planning and coordination processes to help clients navigate filing for casualty loss tax relief in an organized and informed way. We work closely with other professionals to ensure the process is supported by thorough documentation and analysis.
Derek Myron, CFP®
Brad Walton
Rachel Self
John De Vito
Kevin Giles, CPA
Alexis Anderson
Jordana Ainslie
Alexa Jauregui
Cailyn Chang
Miranda Swartwood
Work With Our Team
Schedule a consultation to discuss your casualty loss situation and learn how we can help you navigate the documentation process.
Free initial consultation • No obligation • Confidential
