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Rock Formations

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. 
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Roman Basi

President/Managing Partner
Attorney/CPA/Managing Real Estate Broker

Dr. Bart A. Basi

Senior Advisor
Attorney at Law

Carol Basi

Corporate Secretary

Lacie Henson

Partner in Accounting Firm Only)


Latisha Dunning

(Partner in Accounting Firm Only)

Dana Wiseman

Administrative & Legal Assistant 

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Alexandria Zeigler Schramm 

Associate Attorney 


Stephen Hayden

Associate Attorney

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Ian Perry 

Accounting Associate

Not pictured 

Tori Omer - Paralegal 

Nicole Lach - Law clerk

Brandi Basi - Administrative Accountant

Alexis Basi


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