Mariner Wealth Advisors Launches Tax Advisory Services In Northeast

February 16, 2016

The firm also expands financial planning capabilities through the hiring of another experienced advisory professional 

MADISON, NJ – February 16, 2016 – Mariner Wealth Advisors, a national wealth advisory firm with offices nationwide, today announced it has launched full-service tax strategy and preparation services available to clients of the firm. In addition, the Madison office has added to its advisory team through the hiring of Megan Brozowski, CFP®, CDFATM

Leading the firm’s tax advisory efforts in the region is Rob Crigler, CPA. Crigler was recently promoted to president and chief operating officer of Mariner Wealth Advisors – Madison and is responsible for setting the office’s strategic direction. Crigler brings with him more than 25 years of accounting and financial services experience, and he works closely with the firm’s wealth advisors in providing tax support to the firm’s clients. Crigler was previously a partner at a large regional public accounting firm. 

According to Bob DiQuollo, CFP®, CPA, chief executive officer of Mariner Wealth Advisors – Madison, “Rob’s promotion and the formation of our tax team is in direct response to our clients’ need for enhanced tax planning strategies, preparation and compliance matters. I’ve worked with Rob for many years, and I am thrilled he has agreed to lead this important initiative.”

The Madison tax team is also supported by the national resources of Mariner Wealth Advisors, which provides tax consulting services through teams located in Leawood, Kansas, and Tulsa, Oklahoma. 

In addition, Megan Brozowski, CFP®, CDFATM, recently joined the firm as a wealth advisor. Brozowski maintains a focus on providing comprehensive wealth advice to individuals and families by incorporating integrated financial planning and investment strategies aimed at growing and protecting wealth. While she works with a full range of client needs, she has a particular focus on women experiencing a life transition, such as the death of a family member or divorce. Brozowski has 17 years of experience in the financial services industry.

“I am very pleased to welcome Megan to the firm,” said DiQuollo. “Her focus on serving the personal needs of each and every client make her an ideal addition to our team and I look forward seeing all that she will accomplish on behalf of our clients.”

* Some of the services listed above are offered by an affiliate of Mariner Wealth Advisors and may be subject to additional fees.

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