"we specialize in attentive
and personalized service for a
select clientele of affluent investors."

 

 

 

 

key personnel

 

david p. lanier, jr., principal
c.p.a., m.b.a.

 
 

teresa h. taney, senior consultant
c.p.a., c.v.a., m.s.t.

 

dana r. mcbroom, senior consultant
c.p.a., c.v.a., m.b.a.


 

 

 

 

 

 

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