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
Law Clerk
Dominick Russotto
HR/Bookkeeper
Stephen Hayden
Associate Attorney
Ian Perry
Accounting Clerk
Keegan McGee
Accounting Associate
