Wmgna,llc
At WMGNA, we start where true financial success begins—with your tax strategy. Our process helps you minimize lifetime taxes, make smarter financial decisions, and reduce anxiety by turning complexity into clarity. Whether you’re managing a business, building generational wealth, or planning for retirement, we align every step with one goal—helping you keep more of what you earn and live with confidence.
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Verified contacts
10
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
42
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- BM
Beth Martin
Director of First Impressions · Operations
EmailPhone - SS
Stacee Schnurr
Controller · Finance & Accounting
EmailPhone - BB
Brian Beck
President & CFO · Other
EmailPhone - DJ
Daniel J. Friedman
CEO Partner · Other
EmailPhone - VF
Vicky Frye
Director of Fintech Innovation and Cybersecurity Strategies · Other
EmailPhone - CP
Christopher Powers
Wealth Advisor · Finance & Accounting
EmailPhone - SG
Stephanie Grubb
Client Relationship Manager · Customer/Client Service
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Wmgna,llc
7 distinct titles indexed · top 7 shown.
- 2director of first impressions
- 1ceo partner
- 1client relationship manager
- 1controller
- 1director of fintech innovation and cybersecurity strategies
- 1president & cfo
- 1wealth advisor
Sign up to unlock all 10 contacts at Wmgna,llc
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Sign up to reveal 10 verified contacts at Wmgna,llc
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