Meet Our Team
We at Asset Preservation Tax & Insurance Services are committed to assisting our clients plan their financial future when it comes to estate planning, independent income tax service, financial, and insurance services. Our experienced and fantastic financial planning advisors, offer a wide range of different financial products and services to help our clients every step of the way.
Shell Fornasiero
Client Relations Manager
Shell Fornasiero is our Client Relations Manager. She has over 20 years’ experience in sales, customer service and marketing. With her knowledge and client-oriented mindset, she offers a positive customer experience to help ensure client satisfaction.
Amy Guglielmetti
Admin & Event Manager
Bio coming soon!
CINDIE SZAREK
Cindie Szarek, is our Marketing Director and Corporate Liaison. She has worked in sales, marketing and finance since 1985. She brings new ideas and sales strategies to help market what we do best, helping people with their personal retirement plans. She was born and raised in Michigan.
MARY MOONEY
Mary Mooney, Client Relations Liaison, has worked with Asset Preservation since 1997.
LISA ROGERS
Lisa Rogers was born in Dallas, Texas and attended Arizona State University. She received her IRS tax registration in 1998 and became an Enrolled Agent in 2012. Lisa has been associated with Asset Preservation for the past three years and serves as the go-between with the IRS and any of our taxpayers that may have tax issues.