C P A

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction... Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with clients and their families.

Primary location: Oak Ridge United States