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“Honest, Smart, Friendly, Professional, Savvy . . .”

How we see ourselves: The chart, above, was part of a planning exercise to help us build this website. We were asked to score 10 perception words to help us, and our clients, understand shared values.

John Lansat, CPA

“We have a helping orientation — we see clients as family.”

Brandon Johnson

“Understand your money; Make a better life.”

Jonathan Satterfield

“We deliver personalized service in an impersonal business.”

Cheryl Coleman

“People are my first priority.”

Sylvia Hensler

“I have always enjoyed numbers, there is a logical flow (to them).”