There are millions of Certified Public Accountants who do a great job of crunching numbers and completing tax returns. However, not all accountants are great consultants. Our clients choose us because we provide consulting and strategic planning services throughout the year. We have the experience and resources to help our clients survive in today’s economy and thrive in tomorrow’s.

When it comes to investing, it is also important to have knowledge of tax law and potential tax implications your financial decisions have. We believe planning for your financial future should be more than simply punching numbers into an app. We care about our clients and want to help them set and reach their financial goals. Our team has the knowledge and the personal touch to help our clients succeed.

 

Wealth Management Assistant

Elisabeth joined the firm in early 2015 as an accountant assistant. She quickly adapted to the fast pace of the firm...

Wealth Management Assistant

Christina is a 2018 graduate of Shippensburg University with a BSBA in Finance and a minor in Economics. She is from...