Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Income taxation for individuals and entities
- Bookkeeping, accounting and financial statement preparation
- Payroll generation and payroll tax reporting
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- How can I more wisely manage my money?
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
David was born and raised on an Oklahoma farm. When his High School year book was being written, the students were asked what they wanted to do accomplish with their lives. David's response was to be a farmer and a CPA. His incongruous...
Vicki began her career in the public industry sector. There she served as manager of accounting, budgeting and forecasting functions. She joined David in his practice fifteen years ago. With David, she is the co-author of "8...
Lori received her degree from the University of Michigan and has been working in the Shawnee office for more than twenty years. She is experienced in preparation of all forms of tax returns and preparation of financial statements. Lori...