Leadership

Joe Brusak

Founder

Financial Advisor, CPA

Joe is a graduate from Loyola University with an B.A. in accounting and University of Baltimore with a Masters in Taxation. He is a licensed Certified Public Accountant (CPA) in Maryland. Joe also holds a series 7, 66, and life and health insurance licenses. Joe has worked with everything from small “Ma & Pa” businesses to fortune 500 companies.

Check me out on BrokerCheck.

Rob Brusak

CPA

Rob Brusak is a Certified Public Account (CPA) with a B.A. in Accounting and a MBA from Loyola University. Throughout his career, he’s had the opportunity to lead large diverse teams and work on complex projects. These experiences have taught him the most important lesson in business: always put the client first. He is dedicated to building strong partnerships and helping clients achieve their goals.

Our Team

  • Lauren

    ACCOUNTANT

  • Lisa

    ENROLLED AGENT

  • Lindsey

    ADMINISTRATIVE ASSISTANT

  • Laura

    ADMINISTRATIVE ASSISTANT

  • Mike

    REGISTERED FINANCIAL ASSISTANT