Broker Check

Two Separate & Independent Teams

Having the option to work with two separate teams who can help coordinate your affairs by connecting the dots between your tax and accounting and your investments and financial planning, can be a powerful approach toward increasing the odds your overall financial success.  If each side is operated without coordination, you run the risk of increased gaps in your plan as well as potential missed tax planning opportunities.

The two independent teams of Cannon Advisors and Cannon Tax & Accounting can help you answer your questions, including,

  • When can I comfortably retire?
  • How much should I plan on spending in retirement as to not run out?
  • Are my investments properly coordinated with my taxes?
  • How can I save on taxes?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Is my family protected?

Our two firms have experienced professionals who have helped many families answer these and many other questions. Each team specializes in creating an approach that is designed to address your specific situation. 

Cannon Tax & Accounting

Ted Cannon

Ted Cannon

President

Sandy Li

Sandy Li

Tax Preparer/Operations Manager

Hunter Graves

Hunter Graves

Front Office Manager

Debbie Barnes

Debbie Barnes

Corporate Client Services

Michelle Cromer

Michelle Cromer

Payroll Administrator

Rachael Blizewski

Rachael Blizewski

Administrative Assistant/Social Media Marketing

Kenley Cannon

Kenley Cannon

Administrative Assistant

Cannon Advisors

Customer Service Specialists

Greystone Cannon

Greystone Cannon

Customer Service Specialists

Teddy Cannon

Teddy Cannon

Customer Service Specialists

Noodle Li-Pavlish

Noodle Li-Pavlish

Customer Service Specialists