A team that treats you like family
Attention to detail is one of my highest priorities when it comes to your finances. That's why I always remain your main point of contact. As Practice Manager, I trust my wife Megan’s client care if I’m unavailable. Beyond that, our team is here to support you on the non-client facing side of the business. They each bring fresh ideas and perspectives as well, so you can be confident that nothing is missed.
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