It is with great honor and respect that we announce that Thomas Roberts, CPA, partner, colleague and friend, has retired from his active role as a shareholder.
Are you considering working with a Financial Planner? Maybe you have a current partner, but aren't sure you're getting the value needed from the relationship and are thinking of making a switch. [...]
We are pleased to announce the continued growth of our firm with the promotion of Peter Ventura to Partner.