Trusted Professionals
We believe exceptional planning extends beyond any single area of expertise. To ensure clients receive comprehensive, coordinated guidance, Atlantis Wealth collaborates with a carefully selected network of independent professionals across key disciplines.
Our Partners
Each individual listed here has been chosen for their experience, integrity, responsiveness, and commitment to delivering thoughtful, personalized service. Many have worked with our clients for years and understand the importance of clear communication and collaboration.
You are never obligated to engage any of these professionals. However, many clients value having access to trusted resources who are familiar with our planning approach and can work seamlessly alongside your Atlantis Wealth team.
Certified Public Accountants (CPA's)
Jessie Holmes
Lyle, Walker & Co., P.A.
601-981-0207
Jessie Holmes is a Certified Public Accountant with Lyle, Walker & Co, specializing in tax planning and advisory services for individuals and businesses. Jessie works closely with clients to provide strategic guidance that supports long-term financial success.
Pam Anderson
Anders Advisors & CPA’s
769-567-1585
Pam Anderson provides tax advisory and accounting services to individuals and business owners through Anders Advisors & CPAs. She focuses on helping clients navigate complex tax matters while supporting their broader financial goals.
Daniel Vecchio, CPA
TAG Advisors
877-676-6785 ext. 516
dvecchio@tagadvisors.us
Daniel Vecchio is a CPA with TAG Advisors, working with individuals and business owners on tax strategy, planning, and compliance. He collaborates with clients and their advisory teams to help ensure tax decisions align with their overall financial plans.
Mortgage
Specialist
Cory Wagner
Liberty Federal Credit Union
724-561-6100
Cory Wagner is a mortgage specialist with Liberty Federal Credit Union, assisting clients with home financing solutions tailored to their individual needs. He works closely with buyers and homeowners to provide guidance throughout the lending process.
Estate Planning Attorney
C. Tyler Ball
Baker Donelson
601-351-8959
Tyler Ball is an attorney with Baker Donelson who focuses on estate planning and wealth transfer strategies. He works with individuals and families to design estate plans that help preserve assets and provide clarity for future generations.
Business Evaluation & Succession
Doug Marshall
Marshall | Viliesis
206-605-4695
Doug Marshall specializes in business valuation and succession planning through Marshall | Viliesis. He helps business owners understand the value of their companies and develop strategies for ownership transition and long-term planning.
Medicare Supplement & Health Insurance
Mike McMeniman
TAG Advisors
804-485-2074
mmcmeniman@tagadvisors.us
Mike McMeniman works with TAG Advisors assisting clients with Medicare planning and health insurance solutions. He helps individuals understand their coverage options and make informed healthcare decisions as part of their broader retirement planning.
If you would like a personal introduction to any of these professionals, we would be happy to coordinate that for you.