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The firm's principals are Steven and Theresa Weil, a husband and wife team.

Steven Weil, has a PhD in Finance and is an Enrolled Agent (EA). He has a strong background in business operations, marketing, and consulting to assist clients in expanding their profitability.

Theresa Weil, has a PhD in Finance and is also an Enrolled Agent. She oversees the accounting and administrative functions of the firm while using her background in banking to assist clients in obtaining financing.

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