WEALTH MANAGEMENT TEAM
Andrea Ward, CPA
Andrea is the owner of Andrea Ward LLC, her full-service tax and accounting firm. Andrea has been licensed as a CPA for over 35 years, providing our clients with sophisticated tax planning and wealth management strategies.
Mike is a partner in New Century Investments, our full-service investment and financial planning firm. Mike is a licensed financial advisor bringing 45 years in tax, investment, and wealth planning expertise. Mike designs low cost, tailored investment portfolios with an eye for balance to risk and reward.
Matt Ward, CFP®
Matt is a partner in New Century Investments, our full-service investment and financial planning firm. Matt is a licensed financial planner. Matt is the partner who conceptualized and implemented our wealth management team.
Cindy Moon, Attorney
Cindy is our team’s estate attorney. Cindy is the owner of her firm, Cindy Moon Law, PLLC. She passed the bar in 1997 and brings over 22 years of experience working with individuals on legal and estate planning issues.
Steve Ward, Insurance
Steve is our team’s licensed insurance advisor bringing over 15 years of experience working with clients. He performs detailed coverage analysis to ensure that individuals have the proper coverages to help them protect what they’ve worked hard to accumulate.