We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
CPA, Wealth Advisor, Accounting Manager
Adam joined the firm in 2012 as a Certified Public Accountant and brought a strong five year background in bookkeeping, taxation and payroll administration. He is licensed as a securities, investment, and insurance advisor through his...
CPA, Firm Director
Carl brought twenty-seven years of public accounting experience when he joined the firm 2008. He is a shareholder in the firm. Income tax manager is his...
CPA, Wealth Advisor, Review Manager
Lacey joined the firm in January 2013 as an accountant. She is licensed as a CPA, a licensed securities* advisor, and holds an insurance license. She prepares income tax returns and assists in compilation and reviewed financial...
Customer Service Representative
Rachel Ward joined our firm in February of 2016. She is the first person to greet you and voice of our firm when you call. Her background as a legal assistant and attention to detail makes her an excellent addition to our practice. She...
Founder, CPA, CGMA
Beau believes, “There is no magic pill to alleviate taxes, they never go away so all financial decisions should be weighed for tax advantages.” Beau is a thirty year member of the American Institute of...