David H. Morgan, MSFS, CFF, RMA, CEP®
Founder / Wealth Advisor
Phone: 855-904-REAP
Team
Meet the REAP leadership.
Senior partners who coordinate investment oversight, governance, and family office services with the discretion and rigor our families expect.
Carter Hatch, AWMA®, AIF®
Partner / Wealth Advisor
Phone: 813-361-6014
Our partners
No matter where your financial journey takes you, we make sure you're covered by a group of vetted, highly trained professionals.
Suzanna Koizumi
Investment Advisor Representative
Client Relations
Mark Levin
Investment Advisor Representative
Client Relations
Deborah L. Terranova
Investment Advisor Representative
Client Relations
Gloria Couch
Special Projects Manager
Client Relations
Carole Fetterman
Client Relationship Manager
Client Relations
Nancy Hall
VP Account Management, Estate Plan Navigator
Estate Planning
Joseph C. Skalski, CPA, JD
Skalski Law Firm, LLC
Estate Planning
Mark F. Moss
Law Offices of Mark F. Moss, PLLC
Estate Planning
John & Lise Vargo
Accu-Tax
Tax & Accounting
Maria Saunders
Martin & Associates, PL
Tax & Accounting
Antonio Lemus, CPA
President & Tammy Yandle
Tax & Accounting
Michael Long, JD
Tax Attorney
Tax & Accounting
Roland Manuel, EA
Enrolled Agent, Tax Planning Specialist
Tax & Accounting
Liz Vargo, EA
Tax Planning
Tax & Accounting
Doug Martin, CPA
Martin & Associates
Tax & Accounting
Jay Esche
Managing Member, JE Compliance Consulting, LLC
Compliance
Estate Planning Network
Legal Team
Legal
Marks Gray & Staff
Legal Team
Legal
Robert Keebler, CPA
Estate Lawyer
Legal
Robert Sawyer
Attorney at Law
Legal
Joseph C. Skalski
Attorney at Law
Legal
Agnes Mombrum
Attorney at Law
Legal
Travis Sorci
Loans & Financing
Loans & Financing
Emily Boenour
Medicare Specialist
Consulting
Phil Kosmala
Financial Analyst
Consulting
Michael Furman
Alternative Products Specialist
Consulting
Steve Anderson & Associates
Media & Direct Marketing Consulting
Consulting