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Aristotle Makris, CPA, CFP®, MST
Aristotle Makris, CPA, CFP®, MST is a seasoned financial and tax professional with extensive experience across public accounting, financial services, and strategic advisory. Throughout his career, he has worked with globally recognized institutions including the Chicago Board of Trade, Merrill…

Liz Esarey, CPA
Liz Esarey, CPA, believes the best tax planning happens before important financial decisions are made. With more than 40 years of experience, she has helped individuals, families, and business owners navigate complex tax matters with greater clarity and confidence. Liz…