About Us
Jacob Hadad
CPA, CIC and Licensed Insurance Broker
Jacob has been described as the type of person who gets important things done in an efficient and practical manner. Identifying problems that are vital to clients and creating solutions that are easy to understand and communicate are two of his many strengths. Jacob’s passion is to help people by providing business advice, offering investment guidance, analyzing their risk and advising on tax strategy, adding value every day.
Specialties:
Retirement and Tax Planning
Long-term Investment Strategy
Accounting and Business Operations
Daniel Griffin
CPA, CIC, and Licensed Insurance Broker
Dan is a client-focused professional who brings a strong sense of integrity, open communication and a practical approach to his work. With a background in public accounting and insurance, he brings financial, operational and risk-management insight to the firm.
Dan supports Wesfair Advisory’s financial planning and advisory process and serves as an important resource to the firm and its clients. He works alongside Jacob in helping evaluate client circumstances, objectives and financial planning considerations.
Specialties:
Insurance and Risk Management
Accounting and Business Operations
Financial Plan Development and Maintenance