Advanced Tax Planning Strategies: Private Panel Discussion

Curious to learn more? Let’s connect.

Greg Roberto

Wealth Manager
gregr@everhartadvisors.com
937-980-2159

Logan Jones

Partner & President,
Wealth Management
loganj@everhartadvisors.com
614-763-0678

Tom Carline

Senior Retirement Plan
Consultant & Wealth Manager
tomc@everhartadvisors.com
614-763-0646

Terry Offenberger

CPA, Managing Shareholder
toffenberger@hghcpa.com
937-320-1262 ext. 101

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