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


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

Lacie Henson



Latisha Dunning

Accounting Associate

Dana Wiseman

Administrative & Legal Assistant 

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Alexandria Zeigler Schramm 

Associate Attorney 

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Dominick Russotto



Stephen Hayden

Associate Attorney

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Ian Perry 

Accounting Clerk 

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Keegan McGee

Accounting Associate


Marissa Basi

Law Clerk

Law Clerk

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Aaron Smith 

Not pictured 

Brandi Basi - Administrative Accountant

Alexis Basi