Broker Check

Our Values

Our Vision

"Creating Abundant Lives by helping others continually work towards their financial dreams"

Our Mission

  • To provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to our clients.
  • To build a professional organization taking a personal interest in the lives of each associate and coaching them to establish personal, financial, and spiritual security in their personal lives.
  • To provide high quality service, with honesty, integrity, and high ethical standards, putting our clients' interests first. Our primary allegiance will always be to our clients.

Our Values


Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.


Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide comprehensive financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.


An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our Core Values

Courage - "Being brave enough to reach beyond the boundaries created by our existing often deeply held, limitations, fear, and beliefs. Initiating change in our lives, of any kind, is only possible when we are courageous enough to take necessary action."

Authenticity - "Committing oneself to showing up and being fully present in all aspects of life. Removing the mask and becoming a real, vulnerable, and intimate human being, a person without self-absorption who is genuine and emotionally and spiritually connected to others."

Service - "Focusing on the needs of others by listening to them, identifying their needs, and meeting them. Being inspiring, rather than following a self-focused, competitive, fear-based approach."

Truthfulness - "Being truthful in all thoughts, words, and actions, and listening openly to the truth of others and refusing to compromise integrity or to deny obvious or universal truths, even when avoiding the truth might, on the face of it, seem easier, especially in testing times."

Love - "Embracing the underlying sacredness of others. Relating to and inspiring them in ways that add to who you both are as persons" Love is loyalty. Love is teamwork. Love respects the dignity of the individual.

Effectiveness - "Being capable of, and successful in, achieving the physical, material, intellectual and spiritual goals we set in life."

*The CASTLE® Principles are the central theme in Higher Ground Leadership® authored by Lance Secretan.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

One of our primary goals is to develop a long-term, trusting relationship with you.

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