About Us
Guiding clients to financial freedom for over 20 years.
The tax, accounting, and wealth management team at Tannery Company take the stress and uncertainty out of your finances.
The reliable advisor you need in your corner.
Too often when dealing with multiple advisors for your taxes, accounting, and wealth management, you are vulnerable to critical blind spots.
When your wealth advisor doesn’t know what your tax professional is doing, chances to expand your wealth go by the boards. When your tax professional isn’t in-step with your accounting firm, too much cash is flying out the door every year.
Tannery Company advisors have one goal in mind: making it easier for you to understand, manage, and grow your net worth.
- Tax planning and compliance for holding on to what’s yours
- Accounting services for keeping more money inside your business
- Wealth management strategies focused on growing your net worth
The Tannery Company team has one goal in mind:
making it easier for you to understand, manage, and grow your net worth.
Michael
Tannery
CPA, CDFA®, AIF®, Creative thinker, registered principal
Tina
Tannery
TAX COORDINATOR, REGIstered representative
Ashley
Graban
practice manager
Katie
Goldberg
Chief Relationship Officer
Cooper
Westbook
CPA, Senior Tax
and Business Advisor
Jill
Platt
Accounting and business advisory
Casey
Degraaf
Account Strategist
Jaclyn
McGuire
Financial Planning Associate, Registered Representative
WHAT’S IT LIKE TO WORK WITH THE TEAM AT TANNERY COMPANY?
Choosing the RIGHT FINANCIAL PROFESSIONAL for your business and personal finances shouldn’t feel like a game of Russian roulette. You deserve to have the information you need to make a CONFIDENT, INFORMED DECISION.
This guide gives you an inside look at what it’s like to work with the team at Tannery Company – OUR SERVICES, RATES, AND PROCESS.
