Comprehensive Financial Services


Tax considerations are a critical piece of one’s financial picture.  Financial advisors must understand potential consequences and opportunities when making investment and planning decisions.  We are able to provide our clients with complete tax services through our wholly owned subsidiary, Managed Tax Services, LLC.  Our Certified Public Accountants and accounting staff work with both individuals and companies with federal and state income tax planning and preparation.

For complete information about Managed Tax Services, LLC, please contact Anne Storsved, CPA, CFP®, CFA.

Please click here for important disclosures regarding tax services provided by Managed Tax Services, LLC.


Director of Tax Services, Portfolio Manager & Investment Advisor

As our Director of Tax and Financial Planning and a portfolio manager,  Anne provides comprehensive financial planning, asset management and tax services for a variety of individual and corporate clients.  She is also responsible for Managed Tax Services LLC, our wholly owned subsidiary that provides tax and accounting services to individuals and companies. Anne serves on our Investment Committee and, in this capacity, specializes in researching and evaluating investments.

Office Phone: 217-356-8363