"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.