As the founder and owner of the firm, Greg is responsible for all client service, investment, insurance, tax and financial matters for the firm’s clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, Greg...
As an Investment Strategist, Scott assists clients with investment portfolio design, rebalancing and trading. Scott also assists with the preparation of financial and retirement analyses, as well as with income tax preparation. Prior to...
As a Client Service Assistant, Beth assists clients with new account set-up, servicing existing accounts and serves as the firm’s primary tax preparer. Beth has been involved in financial services, both directly and indirectly,...
As Office Administrator, Tim is responsible for firm accounting, human resources, and information technology. Tim also coordinates the firm’s income tax preparation practices and assists with life, disability and long term care...
Debbie serves as a Client Service Assistant providing administrative support as it relates to communications with clients and outside firms and agencies. Specific responsibilities include estate planning support. Debbie began working...
As a Client Service Assistant, Kelly Jo assists with new account set up, account servicing, cashiering and distributions. Kelly Jo began working in financial services in 2009 as an assistant to Greg Richards. Prior to her working in...
As a Financial and Tax Analyst, Grace is responsible for assisting with income and estate taxplanning, preparation of tax returns and financial plan creation and implementation. Graceaspires to become an Enrolled Agent this Fall.Grace...
As the firm’s Administrative Assistant, Karen provides the initial point of contact for most client service matters. Prior to beginning in financial services with Ail’s Financial Services in 2015, Karen had worked for TE...
