Meet Our Team

We at Asset Preservation Tax & Insurance Services are committed to assisting our clients plan their financial future when it comes to estate planning, independent income tax service, financial, and insurance services. Our experienced and fantastic financial planning advisors, offer a wide range of different financial philosophies, products and services to help our clients every step of the way, prior to and through out their retirement.

Our History

Since February 1997, we have been excelling at assisting our valuable client needs. For over 24 years of dedicated service, our Asset Preservation Advisors have looked at the market differently and endeavor to be industry leaders. We specialize in tax-saving strategies and risk management. Our team has a combined 150+ years of experience in the financial field with experiences from dealing with homes to dealing with retirement income and taxes. With over $450 million safely managed client nest eggs, and counseling over 14,000 households nationwide, our time-tested strategies have provided our clients with consistent growth, safety, tranquility and long- lasting success.

APTAXMI's Team Members

Mary Mooney

Mary Mooney, Client Relations Liaison, has worked with Asset Preservation since 1997.

Michele Musselman

Michele Musselman, Office Manager, has worked with Asset Preservation since 2001.

Lisa ROgers

Lisa Rogers was born in Dallas, Texas and attended Arizona State University. She received her IRS tax registration in 1998 and became an Enrolled Agent in 2012. Lisa has been associated with Asset Preservation for the past three years and serves as the go-between with the IRS and any of our taxpayers that may have tax issues.