Jonathan Ullivarri

Jonathan Ullivarri

Tax Specialist

I’ve been in the Financial Services industry for nearly 10 years. I’ve since decided to specialize in taxes and have been doing taxes for several years. I really enjoy helping people reduce their tax burden. We founded our company with that as our core belief. With every client I meet with, my goal is to educate them on how they are being taxed and how to legally reduce their tax liability.

“Set yourself up for a bright financial future.”