Meet Our Team

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Stacey Andres

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Stacey Andres

Client Relationship Lead

Ian Welham

Proactive Facilitator

Virtual Family Office

Your dedicated home office that supports you in day-to-day matters.

Ashley Lupiani

Life Insurance Solutions

Bobby Giurintano

Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services

Brian Abelman

Employee Benefits,Personal and Commercial Insurance

Charles Riggs

Research and Development Tax Credits

Craig Favara

Leveraged Deductions

Justin Searle

Customized Business Owner Benefit Plans and Employee Retention Plans

Michael Wessels

Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies

Mitch Nelson

EAT/Secura Disability Insurance Specialist

Rocky Cathey

National Cost Reduction Consultant, specializing in Employee Group Healthcare

Roger Roundy

Private Reinsurance Specialist

Ryan K. Foncannon

Tax Mitigation, Oil & Gas

Steve DeTray

Business Exit Planning & Certified Business Valuation

Ted Landgraf

Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn

Tracy Armstrong

Certified College Funding Specialist

Trever Jones

Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)

Aleks Dyo

Charitable Gift Financing / Advanced Pension Plans

Ami Kassar

Business Financing Specialist

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Ben Golden

Tax Resolution Specialist

Bruce Gendein

Advanced Qualified Plans

Chris Hall

Estate Planning ($0 to $5m)

Chris Sargent

Tax Mitigation - Leveraged Deductions

Craig Stone

Advanced Tax and Estate Planning

Dan Zimanski

Business Growth Consultant

Darren Sugiyama

Premium Financing (Min $2.5 Million Net Worth)

Derek Spitzer

Captive Insurance Companies

Don Feldman

Business Exit Planning

James Duggan

Advanced Tax and Estate Planning

Janel Sykora

Software Services (Tax Review System)

Jason Kurchner

Tax Planning - Qualified Plan Transfer and Capital Gains By-Pass Planning

Jeff Deckman

Leadership, Cultural and Business Growth Expert

Jeff Stolper

Cost remediation specialist for businesses and business owner’s personal expenses.

Jesse Raynes

Tax Mitigation Specialist using Solar Investment Strategies

Joel Grushkin

Cost Segregation

John Frazier

Charitable and Legacy Planning Specialist

Jon Randall

Advisor Growth Coach

Josh Malancuk

Cost Remediation - Property Tax Reduction and Economic Incentives

Kim M. Blaugher

ESOP Expert

Laurence Whittam

Outsourced Bookkeeping, CFO and Tax Professionals

Loren Hollingsworth

Individual and Business Tax Mitigation Specialist

Mark Goodman

Premium Financing - Premium Funding (Min $10 Million Net Worth)

Mark Wagener

Outsourced Payroll and HR

Matt Miller

Tax Incentives for Export Businesses

Matt Morris

Estate Planning Specialist (Estates $0 to $5m)

Michael Simms

Business Valuation (BizEquity)

Michael Sir

Disability Insurance Specialist - Provider of DI Planning Software

Nick Johnson

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Noel Ciambotti

Merchant Processing Specialist - Credit Cards and ACH

Paul Latham

Client Business Advisory

Randy Fox

Advanced Tax and Estate Planning

Ron Elwood

Outsourced CFO Specialist

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Ted Lavin

Employee Retention Credits & Research and Development Tax Credits

Get to Know Anchor Wealth

Anchor Wealth caters to high-net-worth clients and business owners like you who want personal service and attention and unique, custom planning strategies. Connect with us through our virtual family office for tax planning, wealth management, business advisory and legal services and faith aligned investing.

*** The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment Advisory Services offered through Optivise Advisory Services, LLC (OAS); An SEC Registered Investment Advisor. OAS and Anchor Financial, Inc. are independent of one another.