Meet SecurEdge
We're a team of licensed tax professionals and bookkeeping specialists committed to giving every client the strategic advantage their finances deserve.
Our Story
Helping clients achieve their financial goals
Our team has more than 50 years of finance and accounting experience. We believe financial success starts with trusted advice, proactive planning, and personalized service.
SecurEdge Tax Strategies was founded on the belief that individuals and businesses deserve more than a once-a-year relationship with their tax professional.
Today, we serve over 400 clients and our mission remains simple: to help our clients save time, reduce stress, and achieve their financial goals.
Meet the team
The People Behind Your Success
Angie McCarthy
Owner of SecurEdge Tax Strategies,
CFP®, CRPC®, CDFA®
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
Accounting Manager,
CPA
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
Finance and Accounting Professional
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.
partnerships
A Network of Trusted Professionals
Through strategic partnerships, including our relationship with McCarthy Wealth Strategies, we help connect clients with trusted professionals who can support their broader financial goals.
What guides us
Our Values
Client-Focused Service
Integrity & Trust
Proactive Guidance
Continuous Improvement
"We know how important your finances are to you. You need a trusted financial advisor, and we are here to serve your needs. We can give you personalized attention with services that are on-time and accurate, so you feel confident in your financial standing.
Let us become your financial partner."
- Angie McCarthy, CFP ®, CDFA®, CRPC®