Our Advisors
Richard C. Hogan, CPA/
Rich has provided tax and financial advice for more than 20 years to individuals, businesses, retirement plans, trusts, and estates. Rich takes pride in providing close personal attention to his clients' needs, and views each client relationship like a partnership. He is a Certified Public Accountant, Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER™ professional, and is a member of the American Institute of Certified Public Accountants. Rich enjoys various sporting events in his spare time.
J. Case Reed, CPA/
Case has provided tax and financial advice for more than 20 years. Case takes pride in providing independent, competent, reliable wealth management services to his clients. He invests his time and resources in state-of-the-art information technology. His extensive business relationships include individuals, businesses, retirement plans, trusts, and estates. He is a Certified Public Accountant, Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER™ professional, and is a member of the American Institute of Certified Public Accountants. Case enjoys spending quality time with his wife and two children when he is not servicing his clients.
Katie H. Chung, CPA/PFS, CFP®
Katie has over 20 years experience in financial management in puublic transportation. Katie specialized in providing services in investment planning, retirement, insurance and business planning. Katie is committed to having fun providing financial planning for her clients. She is a Certified Public Accountant, Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER™ professional, and is a member of the American Institute of Certified Public Accountants. Katie enjoys traveling to learn different spectrums of life whenever she can.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and on-going certification requirements.