Broker Check

Team

 

Scott Shrader, EA, CFP®

President, CERTIFIED FINANCIAL PLANNERâ„¢, Enrolled Agent

(561) 223-3252

Scott Shrader EA, CFP® has a degree in Finance and International Business from the Pennsylvania State University. He started in the tax industry in 2001 by opening the 586th Liberty Tax Service office. During his tenure with Liberty...

Read more

Matt Munsell EA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢, Enrolled Agent

561-339-6054

Matt Munsell is CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent. He has a Bachelor's of Business in Financial Services from the University of North Florida. He started his career in 2008 at Northwestern Mutual, obtaining his Series...

Read more

Carin Sorvick, CPA, CIRA

Tax Advisor

561-223-3252

Carin Sorvik is a CPA and Certified Insolvency & Restructuring Advisor (CIRA) with over ten years of experience in Taxation, Accounting and Litigation Support. Prior to joining Vault, she held positions at three South Florida...

Read more