The Center Staff
The Center has developed the expertise necessary to respond to each clients' needs. The Center's broad experience working with closely-held and family-owned companies enables us to formulate a complete financial plan for you, as well as provide you with legal and tax planning services. The Center coordinates this multi-faceted process for you in an unbiased fashion.
Roman Basi
President
CPA/Attorney at Law
Broker/Title Insurance Agent
Business Valuation Expert Witness
Lacie Henson
CPA/Partner/Treasurer
Latisha Dunning
Accounting Associate
Dana Wiseman
Administrative & Legal Assistant
Alexandria Zeigler Schramm
Associate Attorney
Dominick Russotto
HR
Stephen Hayden
Associate Attorney
Ian Perry
Accounting Clerk
Keegan McGee
Accounting Associate
Marissa Basi
Law Clerk
Law Clerk
Aaron Smith
Not pictured
Brandi Basi - Administrative Accountant
Alexis Basi