Joe specializes in Personal Financial Planning utilizing current innovative techniques. His focus is on both business and individual ideas related to tax reduction, tax deferral and tax free alternatives. Joe has been actively involved in this area for over 20 years. Client emphasis is on privately held businesses ranging in annual sales north of $20 Million. The process that Joe employs uses the latest technology permitting clients to have access to all planning options at the touch of their finger
Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill. He began his career at Haskins & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. Don is a nationally recognized speaker, published author, and thought leader in the accounting and finance communities.
Our Team of Professionals
Dave has been in the financial services industry for over 35 years and has specialized in working with business owners and high net worth individuals for over 27 years. One of the financial tools Dave uses is life insurance when planning with his clients. Dave’s expertise is communicating complex tax strategies that will allow his clients to take action in transferring their assets down stream with minimal income and estate tax consequences.
Our team of experienced people is dedicated to providing award-winning service to our clients. We take the time to understand your firms needs completely and bring about the most effective opportunities ensuring you get the successful outcome you deserve. We're proud that so many of our clients have repeatedly turned to us for counsel and representation. We are determined to work hard to earn our clients loyalty every day. We're here to help you succeed.
We offer the best team of professionals in the business, hands down. We pride ourselves in maintaining a small-firm feel by treating each case with care and consideration. We’ve hand-picked a high-quality team of law professionals qualified to successfully resolve any legal matter. No issue is too big or too small. If you have a legal problem, our experts can help you find a solution