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.
Mr. Lees has been a Certified Public Accountant (CPA) since 1979 and a Personal Financial Specialist (PFS) since 1990. Mr. Lees has been in public accounting throughout his career, including eight years with a "Big 4" firm. His focus is to help clients acquire, maintain and transfer wealth. More about Mr. Lees
Kathleen B. Lees:
Ms. Lees has been a Certified Public Accountant (CPA) since 2009. Ms. Lees has been working in public accounting since 2004. Her focus is to help clients navigate the complexities of accounting, financial reporting and taxation. More about Ms. Lees