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Accurate Advisory Group | Integrated Wealth Management
About Us
Our Team
Our Process
Our Services
Estate Planning
Tax Planning
Financial & Retirement Planning
Alternative Investments
FAQs
Clients
Advisor Portal
Get in touch
About Us
Our Team
Our Process
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Estate Planning
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Ross Taylor
Accurate Advisory Group 7/19/24 Accurate Advisory Group 7/19/24

Ross Taylor

Senior Trader

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Brian George
Advisors Nathan L 7/3/24 Advisors Nathan L 7/3/24

Brian George

Senior Wealth Advisor

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Robin Gant
Staff Accurate Advisory Group 7/2/24 Staff Accurate Advisory Group 7/2/24

Robin Gant

Client Service Coordinator

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Kyle Lonsinger, CFP®, CIMA®
Advisors Nathan L 6/25/24 Advisors Nathan L 6/25/24

Kyle Lonsinger, CFP®, CIMA®

Wealth Advisor

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Nate Helms, CFP®, CIMA®, CEPA®
Advisors Nathan L 6/25/24 Advisors Nathan L 6/25/24

Nate Helms, CFP®, CIMA®, CEPA®

Senior Wealth Advisor

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AJ Blackstone
Staff Guest User 5/30/24 Staff Guest User 5/30/24

AJ Blackstone

Wealth Advisor

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Chris Julian
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Chris Julian

Director of Business Development

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Maria Vail
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Maria Vail

Client Service Coordinator

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Sandra Toro
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Sandra Toro

Business Analytics Manager

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Jake Meier, CPA
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Jake Meier, CPA

Director of Tax Planning

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Nico Leone
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Nico Leone

Insurance Advisor

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Kaleb Kruse
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Kaleb Kruse

Client Service Associate

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Joelle Giudice
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Joelle Giudice

Estate Planning Coordinator

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Grace Donahue
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Grace Donahue

Client Service Coordinator

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Sheri Dermangian
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Sheri Dermangian

Client Service Coordinator

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Jillian Daneau
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Jillian Daneau

Paralegal

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Katherine Cullaro
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Katherine Cullaro

VP of Operations

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Matt Corley
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Matt Corley

CPA

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Alisha Cefarelli
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Alisha Cefarelli

AccuratePlus Service Manager

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Mark Belanian
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Mark Belanian

Director of Trading Operations

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© 2025 Accurate Advisory Group Inc. All Rights Reserved.

Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. While tax and estate planning advice for Accurate clients is unbilled, preparation of or updates to tax returns and estate planning documents may carry associated fees.

* Testimonials are from Accurate Advisory Group and/or Accurate Wealth Management customers, and they were not compensated.

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