ABOUT US
We’re invested in you.
Our mission is to develop relationships with individuals, families, and businesses by providing holistic financial and accounting services that meet each client’s unique goals. We guide our clients on growing and protecting their assets, providing tax free retirement plans and nursing home funding, college savings, estate planning, and self-employment/small business needs. Perhaps most importantly, we always keep tax liability top of mind.
Ron Koplan — Founder
‘I have been in this business for 4 decades! I am a Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, Chartered Global Management Accountant and Accredited Estate Planner. I am a dog lover, daily exerciser, and skier, and my favorite dessert is cheesecake.’
OUR TEAM
Anne Koplan — CPA, MBA
‘I’ve been doing corporate taxes since mid-2006 when I joined Ernst & Young LLP. I stayed there for two years and then joined BlueCross BlueShield of Tennessee in the tax department. I was there for two years and then joined Ron in his firm. I earned my CPA license in 2009.
My undergraduate degree was in Computer Science from Indiana University of Pennsylvania. I also earned an MBA from UTC .
Fun fact – I LOVE dogs and like to garden and cook.’
Karen Overstreet — Tax Preparer, QuickBooks ProAdvisor
‘I have been a tax preparer for the last 5 years. I have a bachelor’s degree in accounting and am a certified QuickBooks Pro Advisor. Fun Fact: I love to travel!
Mary Nunez— Office Manager
‘I've been in Customer Service since 2012. I went to ETSU and majored in Public Relations - which makes sense when you meet me! Fun facts: I love cheering for my kids on the sidelines/bleachers, enjoy a good DIY and am a certified iced coffee addict.’
Welcome Jillanna Babb-Cheshul & Jeannie Babb!
Jillanna & Jeannie are the newest members of our team. They specialize in Quickbooks Bookkeeping. Stay tuned to learn more!
Johanna Meyer — Tax Preparer
‘My background is in Marketing -radio, tv, & digital. I also worked at a law firm in NJ for several years.
I have 3 dogs, 3 kids and love to travel. In my early twenties, I visited about 14 different countries .
I have a Bachelor's degree in Business Management - Marketing.’
