At MasterTech Financial we partner with other highly experienced professionals to give you the professional, customized counsel! Our team approach incorporates financial planning, legal strategy, tax planning, risk management assessment, insurance planning and professional asset management to provide you with solutions to identified planning obstacles.
We also enjoy working with our client's existing team of professionals including; attorneys, family business consultants, accountants, and financial officers. As a family business ourselves, we recognize the importance of open channels of communication, as well as the coordination of input from outside professionals.
President and CEO
John House heads a team of professionals who combine their varied skills and experience to provide clients with a personalized, approach to investment management, business continuity, asset protection, and retirement planning. “Our...
Advising and Marketing Partner
Ms. Heidi Fifield is a partner at MasterTech Financial Services, and a Financial Advisor of Woodbury Financial Services, a subsidiary of Advisor Group. She is an Investment Advisor Representative and a Registered Representative. Ms....
Danny Leicht has been an associate at BPA Wealth Management since June 2020. Before pursuing his MBA at the University of San Diego, Danny managed a portfolio of client relationships at a Chicago-based IT services firm. It was in this...
Felicia Corbett, CEPA has over 20 years of experience in the financial services industry and is the owner of Corbett Capital Financial Wellness Solutions. She is also affiliated with the Retirement Strategies Group and Best Practices...