Our in-house professionals provide guidance on estate planning and tax strategies. Our CPA, EA, and estate planning attorney resources collaborate with our CFP® professionals as a strategic team. By employing in-house staff, we aim to develop a coordinated plan to help our clients achieve their goals.

Jedd Segrist JD, CFP®

Estate Planning Strategist

Jedd brings a deep understanding of estate planning and tax-efficient wealth management strategies. His passion for...

Morgan W. Bennett CPA®, MST

Senior Tax Strategist

Morgan Bennett is a Senior Tax Strategist at Destination Wealth Management, where he plays a key role in aligning...