Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Mark Jubas, CPA, RIA
Founder and President / Investment Professional
Mark learned to prepare income tax returns in the 8th Grade which was part of his school’s curriculum. While attending university in New York City he volunteered for VITA (Voluntary Income Tax Assistance) and prepared income tax returns for low-income taxpayers pro bono. Mark became a Certified Public Accountant (CPA) in 1997 and an licensed investment professional in 2007. In 2009, he was appointed by his city’s mayor to become a pension trustee for the city’s employees’ retirement system. He served on the pension board for over 11 years and held leadership responsibilities including Secretary and Vice-Chair. Mark is driven by his passion to minimize his clients’ tax liabilities and maximize their investment earnings.
Mark is a member of the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of CPAs (MICPA).
Mark and his wife have been married since 1993 and have 3 sons. Mark is a Michigan native; he loves to spend his free time following the stock market, traveling and playing poker.
Luis Partida, EA
Luis is a seasoned tax professional with over 18 years of extensive experience in preparing individual, partnership, and corporate income tax returns. Luis is an Enrolled Agent (EA) which is the highest credential the Internal Revenue Serve (IRS) awards. With a deep understanding of tax regulations and a commitment to maximizing tax deductions, Luis has successfully navigated complex tax situations for a diverse range of clients, from individuals to small and mid-size businesses.
Luis combines technical expertise with a passion for helping clients achieve their financial goals. He stays up-to-date with the latest tax laws and strategies, ensuring compliance while minimizing tax liabilities. Known for his meticulous attention to detail and proactive approach, he builds strong relationships based on trust and transparency.
In addition to tax preparation, Luis offers consulting services to help clients strategize for future growth and optimize their tax positions. Outside of work, Luis enjoys the outdoors and spending time with his family.
Hunter Feinberg
Hunter is an accomplished bookkeeping professional with over 14 years of experience in managing financial records for businesses of all sizes. As a Certified QuickBooks ProAdvisor, Hunter specializes in leveraging QuickBooks software to streamline accounting processes, enhance accuracy, and provide valuable insights into financial performance.
Hunter possesses a solid foundation in accounting principles and a keen eye for detail. He is dedicated to helping clients maintain organized financial records, manage cash flow, and ensure compliance with industry regulations.
Hunter goes beyond traditional bookkeeping by offering tailored solutions that meet each client’s unique needs. Hunter prides himself on building strong relationships based on trust and open communication, enabling clients to focus on their core business activities.
When not balancing books, Hunter enjoys golfing with his wife on their travels.
