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

Hunter Graves

Hunter Graves

Front Office Manager

Debbie Barnes

Debbie Barnes

Corporate Client Services

Michelle Cromer

Michelle Cromer

Payroll Administrator

Shannon Inglis

Shannon Inglis

Administrative Assistant

Beth Heeseman

Beth Heeseman

Client Services

Kenley Cannon

Kenley Cannon

Administrative Assistant

Cannon Advisors

Jared McCutcheon

Jared McCutcheon, CMT®, CRPC®

Financial Advisor/Associate Portfolio Manager

Stacy Jarka

Stacy Jarka

Operations Manager

Bradley Smith

Bradley Smith

Growth Marketing

Customer Service Specialists

Greystone Cannon

Greystone Cannon

Customer Service Specialist

Teddy Cannon

Teddy Cannon

Customer Service Specialist

Noodle Li-Pavlish

Noodle Li-Pavlish

Customer Service Specialist