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


CPA/Attorney at Law

Broker/Title Insurance Agent

Business Valuation Expert Witness

Dr. Bart A. Basi

Senior Advisor

Attorney at Law


Carol Basi

Corporate Secretary

Latisha Dunning

Accounting Associate

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Michael Hampleman

Associate Attorney

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Alexandria Zeigler Schramm 
Law Clerk

Jennifer Barnett

CPA/Senior Associate/Treasurer

Lacie Henson

Accounting Associate


Andrew Rohne

Dana Wiseman

Senior Associate Attorney


Matt Dolan

Law Clerk

Administrative & Legal Assistant 


Marissa Basi

Law Clerk


Samantha Bennett 

Law Clerk

Brandi Basi

Administrative Accountant

Not Pictured -

Alexis Basi - Administrative Assistant