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Michael Pate

Client Service Director

Michael was born in Dallas, TX and has been a lifelong resident. Michael has worked with Chris for over 30 years as his Client Service Director. He coordinates client service and helps coordinate annual client reviews.

More of the team

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Jim Morano

Partner & CPA
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Joe Osborn

In Memoriam
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Chris Wilbratte

Founder & CEO
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Kyle Getzen

CPA
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Kelly Manzano

Executive Assistant and Client Services
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Ajay Hingu

Tax Preparer
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Brian Boughner CFA

Chartered Financial Analyst
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Angie Barron

Office Manager

Work with a coordinated team

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