We Are...

Skilled Professionals

We are a team of skilled professionals whose mission is to enhance our clients' financial well being and ease their burden of tending to their financial affairs -- thereby empowering them to enhance their overall quality of life.

We are professionally trained Certified Public Accountants and Certified Financial Planners with several decades of combined practical experience. We have honed the technical skills necessary to deliver solid, well-conceived solutions to our clients' financial matters. As a Registered Investment Advisor, we are authorized to provide sound, long-term investment strategies.

Trusted advisors

Most importantly, we are trusted advisors. We recognize that gaining our clients' trust vastly improves the value we provide to them. With trust firmly established, our clients are empowered to move on to bigger and better things, as they are relieved of many of the financial burdens and responsibilities that they have delegated to us - their trusted financial advisors. In the final analysis, our clients make us an extension of themselves and, thus, expand their overall capabilities and resources.

Dedicated to keeping our technical edge

Our clients delegate to us the responsibility of staying abreast of the latest planning tools, law changes, etc. Consequently, we continue to educate ourselves in matters of income and estate taxes, investments, insurance, retirement and other personal financial issues by attending national seminars and subscribing to numerous publications and resource tools. In addition, we have established a network of outside professionals who serve as experts in areas that are outside of our arena and/or supplement our internal resources.

Sensitive to our clients' needs

In concert with maintaining our technical edge, we endeavor to stay abreast of our clients' financial issues. We communicate with them on a regular basis and are extremely sensitive to what they tell us. We continuously strive to better understand their concerns and their goals, so that we can add more value to their lives.

Bringing it all together

In short, we successfully achieve our stated mission by consistently bringing the following attributes to each of our client service engagements:

   INTEGRITY

  SENSITIVITY

  DEDICATION

  KNOWLEDGE

  EXPERIENCE

We look forward to serving as your trusted financial advisor and thereby empowering you to enhance your overall quality of life.

Contact Details

 
Contact our personnel via e-mail:

Jack Cunningham

Patrick Cunningham

Mary Lehman

Melissa Nachazel

Anne Butterbaugh

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