The firm was founded in 1920, and since that time has developed an outstanding reputation in the community for providing excellent service in furtherance of the goals of high net worth individuals and family groups, closely held businesses, and charitable organizations.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence and quality.