CONTACT US

Gerald L. (Jerry) Sullivan, CPA, PFS - Principal
jsullivan@cpa-ia.com
Phone: ext. 211

Tazewell G. (Taze) Taylor, CPA, PFS - Principal
ttaylor@cpa-ia.com
Phone: ext. 213

Cheri D. Owen, CFP® - Portfolio Manager Assistant
cowen@cpa-ia.com
Phone: ext. 232

www.satcpa.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.