Meet Our Team

Our team consists of professionals with over 100 years of business, tax, investment,consulting and insurance planning experience. We strive to ensure our clients’ rights are protected under audit, examination and collection by serving as their authorized consultant; we work with business owners who want growing their businesses and remain compliant with state and federal authorities; and continue to be a resource to our community through education and empowerment.

Management Team

  • Monex Louis,  CEO & President 

Professional Support Staff/Partners

  • Sigi Hill – Business Consultant
  • Dan Hill– Business Consultant
  • Robert P. McGann-Peo Brokerage Specialist
  • Kevin Stevens– Strategic Alliance Support Specialist,Business Development

Loss Recovery

  • David Herring-Loss Recovery Estimates(Scope)
  • Gregory Robinson – Public Adjuster,Field Inspector

Financial Services

  • David Folkerson-Investment Advisor Representative, Financial Support Specialist, Agency expansion
  • Christopher Swasey , Financial Services Professional
  • Dan Raymond – Business Funding Solutions
  • Hudson Etienne, Sr.,, EA, ATA, ATP – Tax Resolution (read Doc – Etienne’s biography)
    Tax Strategist, Tax Resolution Specialists, Financial & Business Development

Benefits

  • Derick Owens – Medicare Advantage Strategist, Insurance Broker
  • Tim McAndrews-Voluntary Benefits
  • Robert Dash -Major Medical Benefits Specialist
  • John Hopper-Federal Employee Benefits
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