Leadership

Meet the partners dedicated to strategically servicing your desired financial needs.

Leadership

With decades of combined experience in both public and corporate accounting, our partners’ pasts are forging the future to provide our clients with the highest level of service. With niche industry expertise and proactive-style approaches, our firm focuses on implementing results-driven solutions tailored to the unique problems that each of our clients face.

Dave Fuchs

David Fuchs

Nathaniel Yordon

Nathaniel Yordon

Joseph Barranca

Joseph Barranca

Jeff Poppy

Jeffery Poppy

Miriam Costa

Miriam Costa

Chris Arden

Christopher Arden

“Synergy is better than my way or your way. It’s our way.”

– Stephen R. Covey

How We Serve

We approach the complexities and challenges our clients face through strategically designed accounting, audit, advisory, and tax services to establish a blueprint for financial and operational success.

Accounting & Assurance

Accounting & Assurance

Tax Compliance & Planning

Business Valuations

Business Valuations

Employee Benefit Plan Audits

Employee Benefit Plan Audits

Advisory

Advisory