Broker Check

Team

At Emerald Advisor Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Delores Cot-Winnings

Staff Accountant

Dorothea Bell

Director of Business Accounting

Holly Harris

Director of Operations & Quality Assurance

Kevin O’Reilly

Enrolled Agent & Principal

Kevin has decades of experience in the tax industry, and a record of success in helping clients across the country pursue their goals. He is an Enrolled Agent and holds Masters Degrees in Organizational Management and Accounting and...
Read more

Melissa Wu

Payroll Manager

Michael Xavier

Tax Accountant

Have a Question?

Name
Email
Question
Thank you!
Oops!