Meet Local Office Team

We are different than most accounting firms.  We have been around for over 25 years and have evolved our practice into a Family Office.  What that means is that we focus on the integration of tax strategizing, wealth & risk management, and estate & retirement planning into one cohesive experience.  We work with individuals and business owners who are looking for more from their CPA than just letting them know how much tax they owe each year.

Our goal is to provide you with peace of mind so that you can live a better life.  When you partner with us, you will receive personalized attention from our dedicated and knowledgeable staff, year-round guidance and solutions customized just for you and your business.


Barbara Swihart



Jim Perry