How We Work
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Richard Chiesa
Owner, Tax Consultant
Tax Licenses: EA, LTC #0034: Bachelor of Science, Business Education, Michigan...
Barbara Chiesa
Owner
Barbara has served the role of administrative assistant since the day her husband began this business in 1976, and she continues that role today. She has done anything and everything, all at once & whenever needed. Though she may not...
Nicole Chiesa Miles
Owner, Tax Consultant, Investment Advisor Representative
Tax Licenses: EA, LTC #29483Financial Planning Certifications/Licenses: Investment Advisor Representative*, Series 6, 63, 7 & 65Insurance Licenses: Life & HealthEducation: Bachelor of Science, Human Development, Oregon State University...
Kathy Zumwalt
Financial Planning Assistant, Tax Preparer
Tax Licenses: LTP #33514-P, RTRPFinancial Planning Certifications/Licenses: Series 6, 63, & 7Insurance Licenses: Life & HealthEducation: Southwestern Oregon Community College (1976-1977); Certificate from Meritt Davis Business College...
Tami Stover
Administrative Assistant, Bookkeeper
Education: Associate’s Degree in Accounting
