Judy has been a CPA for over 40 years and has worked in the financial services business most of her career.

Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur.

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur.

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur.

Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses

David embodies the Midwestern values of honesty and integrity in all aspects of life. He was born and

Marc Beshears is on a mission to educate individuals, families, and business owners on how to achieve