Team

 
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John McCarthy, CPA

John McCarthy, CPA is the owner of McCarthy Tax, a provider of tax consulting services for advisors and investors. John helps us make smart decisions around taxes and can assist you with tax filing, if desired.

 
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Justin Arnold, CFP®

My name is Justin Arnold, CFP®, and I'm passionate about smart retirement income planning. My mission is to help people live better lives through smart planning. You can see my experience, designations, volunteer work by clicking on LinkedIn below.