Our mission is to minimize your tax liability and maximize your financial freedom. James SilbernagelCFP®, CEPS, LACP, LUTCF President Joanne Silbernagel First Lady, Independent Agent, & Collaboration Manager Rhonda Shirazi Head CPA Angela Silbernagel Director of Marketing & General Manager Lisa Casey Accounting Assistant Erin Embry Accounting Assistant Katie Talbot Accounting Assistant