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Chad Wauschek, CPA, CFP®

Chad Wauschek heads Pathway Tax and Financial. With 20+ years experience in the tax, accounting, and financial services fields. Chad was born and raised in San Diego, CA and currently resides in the Murrieta, CA area.

Ian Dunlap heads Pathway Advisors LLC. Ian has many years as a wealth management advisor. His expertise in taxation compliments the ever evolving investment landscape.  Ian is an Army Ranger veteran and is proud to serve his country and clients.

M. Ian Dunlap, CPA, CFP®