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

Dr. Bart A. Basi

Senior Advisor

Attorney at Law

CPA

Carol Basi

Corporate Secretary

Latisha Dunning

Accounting Associate

Michael Hampleman

 

  

Associate Attorney

Jennifer Barnett

CPA/Senior Associate/Treasurer

Lacie Henson

Accounting Associate

Andrew Rohne

Dana Wiseman

Associate Attorney

Matt Dolan

Law Clerk

Administrative & Legal Assistant 

Marissa Basi

Law Clerk

Brandi Basi

Administrative Accountant

Not Pictured -

Alexis Basi - Administrative Assistant 

Amanda Schemonia - Accounting Associate  

Alexandria Zeigler Schramm - Law Clerk

The Center for Financial, Legal & Tax Planning, Inc.

4501 West DeYoung Street | Suite 200 | Marion, IL 62959

Phone: 618-997-3436| Fax: 618-997-8370

info@taxplanning.com

© 2016 by The Center for Financial, Legal & Tax Planning, Inc.  at www.taxplanning.com