Meet the Team
Larry Bower
Financial Planner
Specializing in financial planning consultations for those over 50, Larry helps his clients make the transition to retirement and beyond, ensuring current financial needs are met while planning for the golden years to come.
Kala Bower
Adam Ashby
Medicare Insurance Specialist
With decades of experience, Adam has the knowledge necessary to evaluate health needs and coverage preferences to ensure your health never needs to take a back seat, and make the Medicare enrollment process easy to understand and stress free.
Cindy Ashby
Tax Consultant
With over 20 years of tax preparation under her belt, Cindy has a special talent for turning complex returns into a simple, stress free process. Whether it's personal taxes, business taxes, multiple state filings, she can ensure the best possible outcome, and advice to prepare you for next year's returns.