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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

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

Lacie Henson

CPA/Partner/Treasurer

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Latisha Dunning

CPA

Dana Wiseman

Administrative & Legal Assistant 

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Alexandria Zeigler Schramm 
 

Associate Attorney 

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Stephen Hayden

Associate Attorney

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Ian Perry 

Accounting Associate

Law Clerk

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Aaron Smith 
 

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Marissa Basi

Law Clerk

Not pictured 

Brandi Basi - Administrative Accountant

Alexis Basi

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