Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Mark T. Anastasoff CLU, ChFC
Financial Planner/Managing Partner
Bill assists with tax planning and preparation for small business owners and individuals. He also helps with all aspects of financial planning, including retirement, accumulating for specific goals, college funding, and tax-advantaged...
Margaret specializes in small business bookkeeping, office management, tax preparation and planning. She has worked with Bill Whiting for over 12 years and uses her experience to help her clients manage their finances and grow their...
Casey services our insurance and investment clients. She works with employers on a variety of employee benefits including group health, dental, vision, life, and disability insurance. She also assists individual clients with Medicare,...