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Meet Your Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

We also can answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s a good approach for college savings? *
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


* These services are offered by Mike Mead through his affiliation with Avantax Wealth Management


Mike Mead

Enrolled Agent, Certified Tax Coach

(816) 220-2001 x 201

(816) 220-2012

mmead@afitonline.com

Mike entered the finance industry in 1994 after serving ten years with the United States Air Force. He has served as an Investment Accountant and a Financial Controller prior to establishing Alliance Financial & Income Tax with his...

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Lana Mead

Director of Client Relations

(816) 220-2001 x 202

(816) 220-2012

lmead@afitonline.com

Prior to Lana establishing Alliance Financial and Income Tax with her husband Mike, Lana was a school teacher. She earned her Bachelor of Science degree in Physical Education in 1988 from Central Missouri State University. For the...

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Julie Naudet

AFSP, Tax & Financial Assistant

816-220-2001 x203

816-220-2012

jnaudet@afitonline.com

Julie Naudet joined Alliance Financial & Income Tax as a part time accounting clerk in 2011 and is now Full Time as the Office Manager. Her responsibilities include tax return preparation, billing, client relations, and what ever is needed.

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Kim Morgan

Administrative Assistant

816-220-2001

816-220-2012

kmorgan@afitonline.com

Kim joined the team in January 2019 as an Administrative Assistant. She has a background in real estate and in property preservation in foreclosure properties. Kimberly enjoys being part of our team at Alliance because she shares in...

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