Comprehensive CPA and Wealth Management Services
With our unique background in tax, accounting, and wealth management, we can help you simplify both your professional and personal life.
Our Services
Accounting
Improve your business with timely and accurate accounting
Tax
Tax preparation and compliance. Tax questions? We’ve got answers
Investment
Protect and grow your nest egg with asset management you can count on
Retirement
Business or personal, for your employees or your future.
Our Team
Michael Blanchard
Shareholder, CPA CFP®
Paul Cramer
CPA, Investment Advisor Representative
Katie Fallin
Senior Accountant, Investment Advisor Representative
Sarah Hill
Administrative Assistant
Danielle Hutchinson
Director of Operations
Shannon McIntire
Paraprofessional
Jennifer Raya-Moreno
Administrative Assistant
Elizabeth Zimmerman
Receptionist
