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Founded in 1992
Located in Spokane WA
Total Staff: 17
We help you to achieve your best financial future. We deliver a financial advisory experience designed specifically for successful small business owners that includes all the expertise you will need to execute the 5 strategies and navigate your way to your best financial future. Our experts know how to coordinate expertise in Business Valuation, Business Value Enhancement, Exit Planning, Business Sales & Transfers, Financial Planning, Investments, Tax Strategies that Build Your Wealth and traditional CPA services to help accelerate your journey to financial independence and to joining the 2% Club.
Cameron Scott, CPA, CVA
Partner
Greg T. Kelly, CPA, CVA
Partner
J. Shawn Coleman, CPA, PFS, ABV
Partner
Susan Marshall, CPA, PFS, CVA
Partner
Thomas M. Griffiths, CPA, MBA, PFS, ABV
Partner
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Eric Blazekovic, CPA, PFS, CVA
Partner
Deanna Dreher, CPA, PFS, CVA
Partner
Todd Evans, CPA, PFS, CVA
Partner
Brett Smith, CPA, PFS, ABV
Partner
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