Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Though our tax and accounting partner firms, we can provide holistic solutions including individual and business tax planning and preparation, accounting, payroll, and life, health, and disability insurance. We invite you to discover and experience the power of our services.
We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Remember to ask these three questions:
Are you a tax expert (CPA, EA, or Attorney)?
Are you a fiduciary?
Are you independent (do you own the relationship or does your firm)?
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Aaron Christopher, PhD, CPA
Registered Representative
As a former tax and accounting professor, Aaron is experienced in explaining complex financial and tax concepts and strive to create a strategy that you may understand and comfortable with. He holds undergraduate and graduate degrees in Economics and Accounting and earned his doctorate degree at Claremont Graduate University. He is also the owner of Action Tax and Accounting in Galesburg, Illinois and A Plus Accounting and Tax in North Liberty, Iowa. He has been a CPA for nearly 20 years and has a passion for serving others. He specializes in working with individuals nearing or in retirement, small business owners and their families, and those with complex tax and financial planning needs. In his career, Aaron has managed portfolios up to $70 million in assets.
Aaron and his wife, Ada, are the proud and busy parents of Aleah, age 13 and Archer, age 11.
Kari Aosved
Administrative Assistant
Kari grew up in the beautiful Pacific Northwest. After college she moved to the Midwest where she gained bookkeeping, leadership, and management experience working and volunteering for non-profit and hospice organizations. She enjoys providing support to our team and clients. In her spare time, Kari enjoys expressing her creativity through fiber crafts, especially knitting.
Travis Downs
Registered Representative Assistant
As an experienced tax agent (Enrolled Agent), Travis is uniquely positioned to provide comprehensive financial services for all your business and personal needs. Travis specializes in working with those nearing retirement and business owners.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.