Meet the Team

Although small in size, we have an incredible amount of breadth and depth of experience. Members of our team gained experience in wealth management, tax planning and preparation, IRS representations, auditing, and accounting services from having worked at five accounting firms, two corporate entities, and a trust department.

As a small firm, we can quickly respond to our client's requests, as well as anticipate their needs. Clients see this as a major advantage over larger firms that expect clients to adjust to the firm’s structure and policies. 

We are confident in our ability to provide the services our clients need along with the financial confidence they desire.