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Raise Your Expectations
Thomas Schorn, CPA•CFP®
Valerie Flores,CPA•CFP®•EA
Franklin Banfer, CFP®
Daniel Mercado
Erin Semelka, MBA, CRPC®
Brett Reitnauer
Sylvester Schorn
Zachary Pacello
Gabriella Spallino
Eva Mercado
What We Do
01
PORTFOLIO MANAGEMENT
02
FINANCIAL PLANNING
03
TAX PLANNING
04
May Market Review
Tom Schorn Recognized as the WCU 2024 Accounting Outstanding Alumnus
Sylvester Schorn Graduates High Point University