Broker Check

Make an Appointment

Paul E. Dillman, CPA/PFS

Paul E. Dillman, CPA/PFS

Paul is the Lead Rep for WMReps.com

He has built a solid team of financial Reps to serve our clients. He is also the Managing Partner of P&L Accounting & Tax Service, LLP.

Schedule with Paul
Jim Buiter, CPA/MBA

Jim Buiter, CPA/MBA

Jim has many years of experience in the financial industry. He was with Prudential for many years prior to joining WmReps and Avantax.

Schedule with Jim
Kevin Wallace

Kevin Wallace

Kevin is very active in his community and currently serves as Village President. He is also involved in many civic activities such as Rotary and the Chamber of Commerce.

Schedule with Kevin