Broker Check

Other Professionals

As part of a comprehensive process, we work with a client’s other professional financial, tax and legal advisors to make sure all planning and investment activities are well coordinated.

We often recommend the services of the following professionals to assist our clients with specific planning needs. We encourage you to contact them directly to inquire as to how they can complement a coordinated financial planning process.


G. Edward Deery – Estate Planning and Probate specialist

Stephen C. Simpson – Estate Planning and Probate specialist

Glynn D. Nance Jr. – Business and Transaction Law specialist

Christina Lesher – Elder Care specialist


Sharon S. Henry, CPA, JD, LLM

Fran Hess, CPA

Note: Neither the firm nor its members have any financial arrangement with any of the referenced professionals.