Our Qualifications

We have over 40 years of combined experience with assisting clients with wealth management.  The fact that we are tax professionals sets us apart from most financial advisors. In that capacity we offer in-depth analysis of tax implications associated with investments. We measure our success by the large number of financial referrals that we receive from our current clients.        

                                       

Juliann Longhi, EA, CFP 

Juliann has been working with clients concerning financial matters since 1980 when she started her tax practice. Juliann became an Advisor with H.D. Vest Investment Servicessm in 1987. Since then, she has consistently been a top H.D. Vest Advisor.  Juliann has been an H.D. Vest Chapter Director and Mentor for the Northeastern Pennsylvania area since 1995. In that capacity, Juliann trains other H.D. Vest representatives and offers suggestions to them to improve their practices.

Juliann is an Advisory Representative with H.D. Vest Advisory Servicessm and has attained the Certified Financial PlannerTM professional designation.  She is also an Enrolled Agent (EA) with the Internal Revenue Service.  Juliann holds the Series 7, 6, 63, 24 and insurance licenses.  She is a past member of the H.D. Vest Advisory Board and current member of FPA.

 

Stanley B. Warner III, CPA, MBA

Stan Warner is a Certified Public Accountant with over ten years of professional tax experience serving individuals and small business owners.  He graduated from King's University with a Bachelor of Science Degree in Accounting.  Stan holds a Masters Degree in Business Administration from Wilkes University.

Stan has been a registered representative with H.D. Vest Investment Servicessm since 2004.  He is an Advisory Representative with H.D. Vest Advisory Servicessm and holds the Series 7, 66 and insurance licenses.  Stan is a member of AICPA, Treasurer of St. James Episcopal Church, and Vice President of the Hazleton Chapter of Meals on Wheels.