Who We Are
Leland T. Proshek Owner of Chart Advisors, LLC since 1999
I formed my own firm with a single principle in mind: to provide the highest level of personalized client service possible. Because of the relationships I am able to build up over time, I care about each of my clients, and will go the extra mile to handle your interests with integrity, responsiveness, and accuracy.
You will never have to worry about random, unknown staff members accessing your confidential financial information, or deal with a novice who lack the experience to give you the best advice. My highly personal approach and professional business ethics ensures that my clients receive the highest standards of service.
If you need just a simple tax return, I’m there for you…and if you need a trusted business advisor to help you maximize your tax strategy, grow your business, and plan for an enjoyable, comfortable retirement, I’m there for you too.