Broker Check

Our Vault 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...

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Matt Ringler is a Certified Public Accountant and licensed attorney. Matt has a bachelor’s degree in Economics from the University of Virginia, a master’s degree in accounting from the University of North Carolina, a law...

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Matt Munsell EA, CFP®



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...

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Helen is a recent addition to the team, joining us in January of 2019. While obtaining her MBA in Finance degree from Nova Southeastern University, she obtained valuable experience as a General Operations Manager and Director of Sales...

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