About Us

Charles G. Samaha 



Daily Money Manager

  • Since 2010, providing safe, secure daily money management services. Services include but are not limited to; financial management services for individuals and small businesses, reviewing and paying bills,maintaining accurate and up-to-date records of income and expenditures using Excel, QuickBooks and Quicken software programs, reviewing medical insurance policies and claims, reconciling bank accounts, organizing financial documents and estate administration.

Insurance Underwriter

  • 24 years of commercial insurance experience. Responsibilities included but not limited to working as a liaison with other departments to create a seamless style of joint underwriting on several lines of business by cross selling.

Professional Credentials

  • BS — Business Administration — Merrimack College, North Andover, Massachusetts
  • General Insurance Courses — College of Insurance, New York, NY
  • Member — American Association of Daily Money Managers (AADMM)
  • The Richardson Company — Selling and Development & Management and Development
  • Xerox Educational Programs — Selling and Negotiation Skills

Records Organization

  • Organized and maintained complex insurance and accounting records for over 20 years.


Michael F. Hubik, EA


Navy Supply Officer

  • 10 years of experience managing finances and supplies for various military organizations
  • Comptroller of Naval Air Reserve Station with $35 million operating budget

US Department of Health & Human Service

  • Centers for Medicare and Medicaid Services (CMS), the Agency that oversees the Medicare and Medicaid programs
  • Served as an Accountant and Health Insurance Specialist for over 22 years

Income Tax Accountant

  • Tax planning and income tax return preparation for Individuals, Partnerships, Corporations, and Nonprofits — 20+ years of experience
  • Trustee for individual and charitable remainder trusts
  • Michael F. Hubik, EA Accounting Services

Professional Credentials

  • BS — Accounting — Indiana University, Bloomington, Indiana
  • Enrolled Agent — Admitted to practice before the Internal Revenue Service
  • Member — National Association of Enrolled Agents (NAEA)
  • Member — American Association of Daily Money Managers (AADMM)