Our Story

FinTax Partners was created after recognizing an absence that existed within the finance industry; the lack of collaboration between financial service providers. Together, we work seamlessly among advisors combining state of the art technology, expertise, and experience. We seek to understand and listen before offering any solutions.

Monte is a wealth advisor with decades of experience providing financial advice. He specializes in providing comprehensive financial planning for high net-worth individuals, business owners and families who seek objective, dynamic financial plans to pursue their life goals.

Johnna is a tax professional with a Masters Degree in Professional Accounting focusing in Taxation. She has experience working in the Big Four firms as well as regional firms serving high net-worth individuals and businesses.

Monte and Johnna strive to provide a complete financial services team working together with the goal of optimizing your investment returns and tax liabilities. With Monte and Johnna, you get your CPA and Wealth Advisor in the same room at the same time.