Broker Check

Our Team

FINANCIAL GUIDANCE YOUR FAMILY CAN TRUST

FINANCIAL GUIDANCE YOUR FAMILY CAN TRUST

At Cochran Bell Wealth & Tax Strategy, we offer personalized financial planning for maximum peace of mind. Our business is family owned and operated, and we care genuinely for our clients. Our top priority is to help you live your best financial life, whether you’re just getting started investing to build wealth for your family or nearing retirement. Our team has years of experience, and we’ll help you understand the implications of your financial decisions, so you can work toward your goals with confidence.

Kevin Bell

Kevin Bell

Owner, Enrolled Agent, Director of Financial Services

Melinda Bell

Melinda Bell

Owner, Enrolled Agent, Wealth and Tax Advisor

Staff

Abigail Franklin

Abigail Franklin

Client Service Specialist

Daniel Lovelace

Daniel Lovelace, CPA

Senior Tax Advisor; Assoc. Wealth Advisor

Emma Lawson

Emma Lawson

Client Services Specialist

Lauren King

Lauren King

Client Services Specialist

Marcia Hickman

Marcia Hickman

Account Specialist Tax Advisor

Melissa Downing

Melissa Downing

Executive Assistant; Client Services Manager

Paula Fry

Paula Fry

Operations Manager

Reagan King

Reagan King, EA

Accounting and Tax Advisor

Sara Carrigan

Sara Carrigan

Client Service Specialist

Vicki Way

Vicki Way

Client Services Specialist

Strategic Partners

David Bott

David Bott

Certified Public Accountant, Personal Financial Specialist

WHY CHOOSE US?

We apply a team approach, combining the expertise of wealth and tax professionals to deliver tax-smart, comprehensive financial plans. From tax planning and preparation to saving for retirement, we can support your financial goals.

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