Our roots as a family-founded practice have instilled in us a commitment to generational excellence. We believe in providing our clients with unmatched value through expansive yet integrated planning services. As licensed and credentialed professionals in our respective fields, we operate with skill and competence. And, as independent fiduciaries, we provide objective, trustworthy advice and solutions tailored to suit your unique needs. Meet the team that’s equipped to help you organize and simplify your finances so you can live your best life today and tomorrow.
Enrolled Agent, Certified Financial Planner
LinkedIn As an Enrolled Agent and Investment Advisor Representative I have a deep understanding of both tax laws and investment markets. This unique background helps me take your financial goals and craft a customized financial plan...
Financial Advisor, Enrolled Agent
I grew up watching my dad help clients, but I started to get more intrigued about this business when we ran into one of his clients at the grocery store. During that brief encounter, I counted several different times that...
Like most teenagers in high school, I thought a lot about what I would do for a career after graduating. With so many different career paths I could have pursued, I had a hard time deciding what would be the right path for me. The...
Client Service Manager
My name is Alex Leise and I am the client service manager for Bracey Tax and Financial services. I enjoy using my skills and first hand knowledge of the industry to contribute to the exciting advances that happen every day here in the...
One of our key resource partners includes Cetera's Advanced Planning Group, which is comprised of skilled legal and financial professionals. Their consultative approach offers technical and legal guidance to assist us in developing your customized financial strategy.
We offer an expansive range of services designed to provide you with fully integrated, comprehensive financial solutions for your life and business.
If you’re ready to get organized and simplify your life — if you’re ready to gain the financial confidence to do more of what you love — we’re here to help!
Our tax-integrated approach to financial planning strives to help you keep more of what you earn, so you can do more of what you love.