TaxWise Insurance Services
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    • Home
    • Clients
    • Group Plans
    • Team
    • Contact
    • Services
      • Services Overview
      • Financial Tools
  • Home
  • Clients
  • Group Plans
  • Team
  • Contact
  • Services
    • Services Overview
    • Financial Tools

Principal

Lawrence Nair

President. CPA,CMA, MBA, CFP

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ASSOCIATES

Jason Julian

Jason Julian

Jason Julian

 VP, Group Insurance & Retirement Solutions, TruStone Financial Inc. 



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James Deakin

Jason Julian

Jason Julian

 VP, Advanced Insurance Case Support, TruStone Financial Inc. 

ASA, CFP, CLU, ACIA


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May Stokes

Anthony Rodrigo

Anthony Rodrigo

Financial Advisor, Versatile Insurance

CPCA, EPC, CEA





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Anthony Rodrigo

Anthony Rodrigo

Anthony Rodrigo


Chief Wellness Officer

Trustone Financial Inc.




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Team

Clarence Nair

Clarence Nair

Clarence Nair

Legacy Partner

Sam Dunn

Clarence Nair

Clarence Nair

Business Development & Strategic Planning Lead

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Spencer Gibbs

Clarence Nair

Spencer Gibbs

Associate

Our Partners

Copyright © 2026 TaxWise Insurance Services - All Rights Reserved.

A proud partner of Trustone Financial Inc

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