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Team Testimonials

  • 100% Employee Medical
  • 100% Employee Dental
  • Life Insurance
  • Cafeteria Benefits
  • Short Term Disability
  • Paid Time Off – 200 hours
  • ½ day Summer Fridays; paid for full day
  • Occasional Free PTO days
  • 401(K) – firm matches 3%
  • Profit-Sharing

Our Core Values

Ethics & Integrity

Our staff always conducts themselves with the highest standard of ethics and integrity.

Technical Excellence

We distinguish ourselves through our staff’s depth of technical knowledge and experience relevant to the distinct industry niches we serve.  We provide in-house specialized training on a regular basis.  Our affiliation with BDO provides access to countless technical resources and training opportunities.

Quality of Service

We provide each client with extraordinary client service delivered professionally and promptly. Each employee takes the time to understand a client’s unique situation, then uses that knowledge to provide the best financial solution to their issue. We don’t just answer questions, we solve problems. We take great pride in a job well done.


We are dedicated to the support of all personnel as they pursue a balance of professional and personal success.


We are committed both to maintaining leadership positions within the financial industry and to developing future leaders within our firm.

Community Service

We have made a lifelong commitment to community service, both professionally and personally. A significant part of our client base are local not-for-profit clients. We serve them so they can serve others. Our partners have served the community in countless positions over the years, and we encourage all team members to do the same. We volunteer time, resources, and talents to the communities in which our staff lives and works.


We value our staff and our clients as family.


Our fur-friends are a pawsitive influence on our team!