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Delta CPA Group Virtual Family Office

Ami Kasser - Wealth Management


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Areas of Expertise:

  • Business Financing
  • Business Financing & Costs

Andy Ruhland - Business Advisory


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Areas of Expertise:

  • Business Health Costs
  • Delivery - Efficiency
  • Employee Benefits

Austin Buckett - Business Advisory


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Areas of Expertise:

  • Business Direction - Exit Planning

Brian Kelly - Tax Planning and Business Advisory


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Areas of Expertise:

  • Business Tax Strategies
  • Delivery - Efficiency
  • Tax Planning

Chris Blees - Business Advisory


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Areas of Expertise:

  • Business Direction - Exit Planning

Chris Ostler - Tax Planning


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Areas of Expertise:

  • Business Tax Strategies
  • Delivery - Efficiency
  • Tax Planning

Chris Sargent


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Areas of Expertise:

  • Business Tax Strategies
  • Delivery - Efficiency

David Wolf - Insurance


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Areas of Expertise:

  • Insurance Planning

Donald S. Feldman


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Areas of Expertise:

  • Tax Planning

Fritz Strehlow - Business Advisory


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Areas of Expertise:

  • Business Direction - Exit Planning

Ian Welham - Business Advisory


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Areas of Expertise:

  • Business Direction - Vision, Purpose & Strategic Focus
  • Business Free Reviews

Jeff Deckman


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Areas of Expertise:

  • Business Cultural Change
  • Leadership Training or Coaching
  • Team Capability Mapping Tool
  • Team Communication Mapping Tool
  • Team Engagement
  • Team Profiling

Joel Grushkin


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Areas of Expertise:

  • Business Tax Strategies
  • Delivery - Efficiency

John Frazier - Tax Planning


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Areas of Expertise:

  • Charitable Planning
  • Legacy Planning
  • Tax Planning

Jon Kuttin - Business Advisory


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Areas of Expertise:

  • Leadership
  • Leadership Training or Coaching

Josh Tipton


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Areas of Expertise:

  • Business Insurance

Marilyn Prevoir - insurance and Wealth Management


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Areas of Expertise:

  • Insurance Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning

Martin Staubus


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Areas of Expertise:

  • Business Tax Strategies
  • Delivery - Efficiency

Nick Johnson


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Areas of Expertise:

  • Estate Planning
  • Tax Planning

Noel Ciambotti


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Areas of Expertise:

  • Delivery - Efficiency

Paul Latham - Business Advisory


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Areas of Expertise:

  • Business Direction - Exit Planning
  • Business Direction - Vision, Purpose & Strategic Focus
  • Business Growth - Focus on Existing Customers
  • Business Growth - Winning New Customers
  • Business Strategy
  • Delivery - Efficiency
  • Desire
  • Something Else

Randy Fox


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Areas of Expertise:

  • Business Direction - Exit Planning
  • Business Tax Strategies
  • Buy / Sell Agreements
  • Charitable Planning
  • Estate Planning
  • Key Man Insurance
  • Legacy Planning
  • Tax Planning
  • Trust & Will Planning

Scott Grotjan


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Areas of Expertise:

  • Business Operational Costs & Expenses
  • Delivery - Efficiency

Wilton White


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Areas of Expertise:

  • Delivery - Efficiency

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