Our Advisors and Staff
Richard C. Hogan, CPA/PFS, CFP®
Rich has been providing tax and financial guidance for more than 20 years, serving individuals, businesses, retirement plans, trusts, and estates. He is dedicated to delivering personalized service and takes pride in building lasting relationships with his clients, viewing each engagement as a true partnership.
Rich is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ professional. He is also an active member of the American Institute of Certified Public Accountants (AICPA).
Outside of his professional practice, Rich enjoys attending and following a wide variety of sporting events and spending time with family and friends.
J. Case Reed, CPA/PFS, CFP®
Case has been providing trusted tax and financial advice for more than 20 years. He is committed to delivering independent, competent, and reliable wealth management services tailored to each client's unique financial goals and needs. His extensive experience includes serving individuals, businesses, retirement plans, trusts, and estates.
Case is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ professional. He is also an active member of the American Institute of Certified Public Accountants (AICPA)
Outside of his professional practice, Case enjoys spending quality time with his wife and two children.
Katie H. Chung, CPA/PFS
Kaie has more than 20 years of experience in financial management within the public transportation sector. She provides valuable support to Rich and Case in the areas of investment planning, retirement planning, insurance, and business planning.
Katie is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). She is also an active member of the American Institute of Certified Public Accountants (AICPA).
Outside of her professional role, Katie enjoys traveling and embracing opportunities to experience different cultures and perspectives.Katie enjoys traveling to learn different spectrums of life whenever she can.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and on-going certification requirements.