We have been working with individuals and businesses on their taxes since 1991. Mark has been helping our clients with financial planning for the last 16 years and has been fully licensed for investments since October 1999.
Mark and Lynn are both CPA's with over 25 years experience. As CPA's we are required to earn 40 hours of continuing professional education each year in financial matters.
We are dedicated to developing long-term, lasting relationships with all our clients. We expect to be providing financial advice to our clients for the rest of their life and the lives of their children.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized advice that we can provide is a roadmap to working toward a more secure financial future.
