Meet Our Team

Angie McCarthy

Angie has more than 33 years of experience in the finance industry. Her expertise includes employee stock options, family finances, women’s financial strategies, retirement planning strategies, saving for education and divorce financial planning. She works with clients to create an individualized financial plan. She also focuses on the connection between your financial picture and incorporating appropriate tax strategies.

Grant Munro

Grant  is a Certified Public Accountant with combined experience in private and public accounting. His goal is to help clients minimize tax liability, stay financially organized, and make confident decisions that support long term success. Holding degrees in Finance and Accounting, he is committed to helping clients navigate the financial and tax complexities of both business and personal finances.

Becky Smith

Becky is a Finance and Accounting Professional who has many years of experience working directly with clients, helping to provide reliable and timely results. Her goal will be to answer any questions you may have, assisting you and keeping you updated and informed. It will always be her priority to work with you to secure the most beneficial outcome possible.