Elite Team of
Professionals
Specializing in
Tax, Business,
Asset Advising
& More.
At Pivotal Wealth and Tax (PWT), our team comprises professionals from diverse backgrounds, each bringing unique expertise to the table. We excel in understanding your financial situation and crafting a personalized plan that aligns with your goals and needs. Aikan and Logan also specialize in managing client assets across a wide array of objectives, from short-term to long-term planning, and accommodating various risk levels. Our services encompass equities, options, bonds, and other debt securities, ensuring a comprehensive approach to your financial management. Get in contact with a member of our team by hovering or tapping on the contact cards below.
Aikan Major
CEO / Financial Advisor
Ron Screier, EA.
Accountant
Tim McLaughlin, EA.
Accountant
Zoe Bierman
Accountant
Peter Hebrink
Financial Paraplanner
Connor Beutin
Staff Accountant
Ryan Kusch, CPA
Accountant
Eddie Adegeye
Paraplanner
Justus Gomez
Bookkeeper / Financial Paraplanner
Jeff Brown
Vice President of Real Estate
Krishelle Cero
Staff Accountant
Argine Ramo
Bookkeeper
Learn more about Pivotal’s process.
We elevate your experience by diving deep and finding the right solutions for you!
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1
Understanding Your Needs
Our team will meet with you in person or virtually to discuss your situation to understand solutions.
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2
Strategic Planning
We will provide suggestions and solutions for your personal finance and business finance needs allowing you to decide when and where to implement.
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3
Precise Execution
When the time is right our team is here to implement and comprehensively execute on any strategies that we discussed.
Interested? Let's get in touch!
We would love to introduce ourselves to you. Please reach out so our team can begin transforming your financial situation.
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