Each Client is Unique

From discussing complicated tax issues to interpreting financial documents and all in between, my priority is to help you reach your financial goals. I adhere to the highest ethical standards and make it a priority to stay on the cutting edge of the latest professional training.

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Tax and Accounting Services

I offer a wide range of tax services ideal for individuals and small business clientele. Learn more about how you or your small business can benefit from working with me.

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Investment Advisory Services

Whether you're a young person starting your nest egg, in mid-career and starting over, or a parent saving for a child's college education, my financial planning and consulting services can help you reach your goals.

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Securities offered through GWN Securities, Inc Member FINRA/SIPC 561.472.2700
11440 N. Jog Road Palm Beach Gardens FL 33418
Investment advice offered through Latitude Advisors, LLC., Registered Investment Advisor
Lisa J. Montano, CPA, PA, GWN Securities, Inc., and Latitude Advisors, LLC. are not affiliated companies.
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