How We Help
Who is Avantax?
Accounting & Management
Retirement Plan Administration
Meet the Team
Jay Schlosser, CPA, CHBC
Jay brings over 25 years of experience to his clients, most of it at Schlosser, Fleming & Associates, Ltd., and its predecessor, Attiliis & Associates, Ltd. Starting here in 1995 as a staff accountant, Jay worked his way up to Senior...
John E. Fleming, CRPC, ChFEBC, CFS, CPFA
John is an investment professional with Schlosser, Fleming & Associates, Ltd., previously Attiliis & Associates, and has over 20 years of experience in the financial services industry. John joined Schlosser, Fleming & Associates, Ltd....
Kathleen Bassett, QKA
Kathleen joined Schlosser, Fleming & Associates, Ltd. in February of 2001. She graduated from the College of Saint Rose in Albany, NY in 1993 with a summa cum laude degree in mathematics and a minor in secondary education. She has...
Myoung Yoon, CPA
Myoungku Yoon started at Schlosser, Fleming & Associates, Ltd. in July of 2000. He earned a Bachelor of Science in Accounting from the University of Maine in 1999 and passed the uniform CPA examination in 2009. Myoung is currently the...
Shahara Morgan, CHBC
Shahara is a native of the Northern Virginia area. She was raised and continues to reside in Annandale, Virginia. She graduated from George Mason University with a double major in Accounting and Finance. Upon graduating she spent ten...