Our Trusted Specialists

We work closely with an experienced network of fellow professionals to provide a qualified team of trusted specialists that, together, work to help address our clients’ unique financial and legal needs.

The following professionals listed are not affiliated with or endorsed by LPL Financial or Independent Advisor Alliance, LLC.  This information is provided solely as a courtesy and you are under no obligation to retain the services of the individuals listed.

Timothy W. Jones
Jones Branz & Tarsitano LLP
www.jbandt.com

Board Certified Specialist in Estate Planning & Probate Law

Telephone: 800-928-7260
tim@jbandt.com

Gwen Hodges
James A. Lucas and Company, L.L.P.
www.jalucas.com

Telephone:  919-851-4696  ext. 105
gwen@jalucas.com

Curt Lee
C B Lee & Co.

Telephone:  919-851-2640
curt@cbltax.com