The Center Staff
The Center has developed the expertise necessary to respond to each clients' needs. The Center's broad experience working with closely-held and family owned companies enables us to formulate a complete financial plan for you, as well as provide you with legal and tax planning services. The Center coordinates this multi-faceted process for you in an unbiased fashion.
CPA/Attorney at Law
Broker/Title Insurance Agent
Business Valuation Expert Witness
Administrative & Legal Assistant