Our People
Paul Brown - EA, CFP®, CEA
CFO
Paul has built an extensive tax practice by specializing in individual, corporate and partnership returns, with an emphasis on self-employed individuals. He also provides audit representation, probate and estate planning, retirement...
Brandon Boyd - Registered Investment Advisor
Brandon has Bachelor of Science degrees in finance and international business. He honed his business and management skills by running a $1mm hospitality business in the country of Belize for 5 years before coming on-board with Heritage...
Helen E. Bratter - Tax Preparer, Notary Public
Helen has over 20 years of accounting experience. She is well versed in preparing returns and financial statements for individuals, partnerships and corporations and handles the bookkeeping and payroll functions of many of our clients.