About Us

With decades of experience, our CPAs can help you with not only your financial planning, but also have a deep understanding of tax implications.

This allows us to offer a level of financial expertise that few other's can offer. As CPAs, our advisors are also held to the highest of ethical standards.

Darryl Bodnar, CPA - Click For CV
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Ken Graves, CPA, MBA, click for CV.
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Wealth Management Assistant