Schneider downs - She joined Schneider Downs Wealth Management Advisors (SDWMA) in 2003 and became a partner in 2009. Nancy served as the Managing Director of the Personal Financial Services practice until she was named CEO of SDWMA in 2017. In 2018, she was asked to become a Shareholder of Schneider Downs & Co., Inc. At the end of 2023, she decided to transfer ...

 
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and …. Rubicon deli

Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Client Portal. Click here to go to Schneider Downs' Suralink. If you are a client of Schneider Downs Wealth Management Advisors or Schneider Downs Retirement Solutions, please visit our login page. Schneider Downs & Co., Inc. Providing accounting, tax, and business advisory services to public and privately held businesses, professional service firms, nonprofit organizations and employee benefit plans for more than 50 years. Our offices are located in Pittsburgh, Pennsylvania, Columbus, Ohio and Washington, D.C. Schneider Downs Consulting offers a broad spectrum of services and solutions tailored to meet the changing needs of businesses operating in today’s dynamic environment. Our practices include specialists in all facets of business consulting: transaction advisory, financial advisory, cybersecurity and IT compliance, forensic and investigative ...Jason joined Schneider Downs in the Retirement Solutions practice in January 2000. He currently serves as a Practice Unit Leader for SDAdvantage Retirement Solutions, LP (SDARS) and his duties include client relations, new business conversion, the management of the SDARS recordkeeping platform, plan design and compliance consulting, and plan ...Schneider Downs’s Internal Audit Strategic Framework. Our QAR professionals are required to meet the qualification requirements as defined in Standard 1312 - qualified, independent reviewer or review team from outside the organization. The Standard defines qualified individuals as persons with the technical proficiency, business experience ...Schneider Downs & Co. Inc. is an accounting, tax, audit and business advisory firm serving public and private companies, not-for-profit organizations and global …Access your account information and portfolio performance through various online portals. Schneider Downs is a financial services firm with offices in Pittsburgh … Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions … "Schneider Downs takes the time to understand the client and their needs. My first project with the team in 2014 was the beginning of a partnership that still exists today. The firm has and continues to be involved in various co-sourcing and consulting engagements due to the depth of knowledge of the firm and more importantly, the results." Schneider Downs is pleased to announce the return of an annual tradition: our year-end Continuing Professional Education (CPE) presentation events. Each year, the firm is proud to offer a collection of free CPE sessions to help clients and other friends of the firm stay current on the latest trends and developments in the industry.Schneider Downs, one of the 60 largest certified public accounting and business advisory firms in the United States, is proud to announce the addition of seven new shareholders to its ownership group.A complete timeline of Nickelodeon producer Dan Schneider's controversies, from toxic workplace allegations to his response to 'Quiet on Set'. Olivia Singh. Mar 21, …Schneider Downs Consulting offers a broad spectrum of services and solutions tailored to meet the changing needs of businesses operating in today’s dynamic environment. Our practices include specialists in all facets of business consulting: transaction advisory, financial advisory, cybersecurity and IT compliance, forensic and investigative ...Professional Services. Schneider Downs ringing in 2023 with new leaders for tax, assurance. Justin Steele will become leader of Schneider Downs' Tax Advisory …Schneider Downs Consulting offers a broad spectrum of services and solutions tailored to meet the changing needs of businesses operating in today’s dynamic environment. Our practices include specialists in all facets of business consulting: transaction advisory, financial advisory, cybersecurity and IT compliance, forensic and investigative ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. Schneider Downs & Co., Inc. Providing accounting, tax, and business advisory services to public and privately held businesses, professional service firms, nonprofit organizations and employee benefit plans for more than 50 years. Our offices are located in Pittsburgh, Pennsylvania, Columbus, Ohio and Washington, D.C. Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions …Steve joined Schneider Downs in 2001, become a Shareholder in 2004 and was appointed Co-CEO in 2014. Steve is a member of the firm’s Board of Directors and executive management team. In his 24 ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Mar 29, 2024. 1. ST. PETERSBURG, Fla. — The Toronto Blue Jays relied heavily on their tried and true pitching and defence formula to win games last year. And it’s …Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Professional Services. Schneider Downs ringing in 2023 with new leaders for tax, assurance. Justin Steele will become leader of Schneider Downs' Tax Advisory …At Schneider Downs, we can help you to make the most of your investment. Both federal and state tax credits exist to reward companies for investing in Research and Development (R&D). The federal credit can net as much as 10% of actual expenditures, and many states, including Pennsylvania, also offer a credit for research.Schneider Downs is a public accounting and business advisory firm with offices in Pittsburgh, Columbus and Washington, D.C. It offers various services such as …Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Since 1956, Schneider Downs has been providing accounting, tax and business advisory services through innovative thought leaders who deliver their expertise to meet the individual needs of each client. Audit and Assurance Services. We apply the experience of more than 50 years in practice to the audit and assurance needs of public and privately ... Adam J. Goode (Pittsburgh, PA) joined Schneider Downs in 2007, following seven years of work within the private sector. He leads the firm’s Accounting Advisory Services Group along with Nick Lombardo (see below). Adam is a graduate of Robert Morris University. He is a member of the American and Pennsylvania Institutes of Certified Public ... Schneider Downs Consulting offers a broad spectrum of services and solutions tailored to meet the changing needs of businesses operating in today’s dynamic environment. Our practices include specialists in all facets of business consulting: transaction advisory, financial advisory, cybersecurity and IT compliance, forensic and investigative ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs. Jul 2023 - Present 5 months. Pittsburgh, Pennsylvania, United States. As part of the SD Consulting practice, our team provides first-class consulting, advisory, and assurance ...Jay R. Meglich CPA. Jay is a shareholder of Schneider Downs with expeirence in public accounting since 1986. Jay provides audit and advisory services to a variety of businesses. He chairs the Columbus Not-for-Profit Services Industry Group and is a member of the Construction and Real Estate Industry Groups.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is a Pittsburgh (PA) based Certified Public Accounting (CPA) Firm that serves clients in Houston, Dallas, Austin and across Texas. Our team of tax professionals specialize in helping companies achieve tax savings, and we have extensive experience determining organizational activities that qualify for the R&D Tax Credit.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. Schneider Downs pledges to each and every client that our baseline standard for meeting their needs will be to provide best-in-class service. This is called the SD Standard, and it represents our commitment to providing Big Thinking with a Personal Focus. Register to receive our weekly newsletter with our most recent columns and insights. Schneider Downs, one of the 60 largest certified public accounting and business advisory firms in the United States, is proud to announce the addition of seven new shareholders to its ownership group.Schneider Downs Consulting offers a broad spectrum of services and solutions tailored to meet the changing needs of businesses operating in today’s dynamic environment. Our practices include specialists in all facets of business consulting: transaction advisory, financial advisory, cybersecurity and IT compliance, forensic and investigative ... Eric M. Wright CPA, CITP. Eric has been involved with Information Technology at Schneider Downs since 1983. He specializes in and oversees the design, setup, installation and implementation of automated accounting, distribution and manufacturing systems. Eric has implemented a wide range of ERP software solutions for clients. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Mar 29, 2024. 1. ST. PETERSBURG, Fla. — The Toronto Blue Jays relied heavily on their tried and true pitching and defence formula to win games last year. And it’s …Schneider Downs Schneider Downs --Ft. Carson , CO and Ft. Bragg , NC -Education -2017 - 2018-2003 - 2007. Volunteer Experience VITA Volunteer ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.The Schneider Downs Accounting Advisory team helps clients manage the accounting complexities and implications associated with increasing regulatory oversight and compliance challenges organizations face in the ever-evolving business landscape. With a focus on protecting and enhancing the value of your business, the Schneider Downs Accounting ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.At Schneider Downs, we can help you to make the most of your investment. Both federal and state tax credits exist to reward companies for investing in Research and Development (R&D). The federal credit can net as much as 10% of actual expenditures, and many states, including Pennsylvania, also offer a credit for research.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Brian joined Schneider Downs in January 2007 and has more than 15 years of public accounting experience. Brian has extensive experience providing consulting services including buy side and sell side diligence and financial modeling. Brian will be responsible for the coordination, management and overall delivery of services. ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Raymond W. Buehler Jr. CPA. Ray joined Schneider Downs in 1975, becoming chief executive officer in 1985. He served as Chairman of the firm from 2014-2017. Today, Ray remains of special counsel with the firm. His administrative accounting capabilities are enhanced by his in-depth understanding of the acquisition and sale of businesses and ...Schneider Downs Admits Seven New Shareholders. By IPA Team Updated July 12, 2023, 12:26 pm. Pittsburgh-based Schneider Downs & Co. Inc. (FY22 net …PITTSBURGH – Schneider Downs, one of the nation’s 60 largest certified public accounting firms, has named Christopher J. Pascuzzi, CPA, as its new Chief Financial Officer. Mr. Pascuzzi is responsible for managing and controlling all financial-related activities of the firm, including providing strategic support to the firm’s leadership team.Schneider Downs Consulting offers a broad spectrum of services and solutions tailored to meet the changing needs of businesses operating in today’s dynamic environment. Our practices include specialists in all facets of business consulting: transaction advisory, financial advisory, cybersecurity and IT compliance, forensic and investigative ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. Collaborative Impact. Schneider Downs is a well-recognized, established, and collaborative firm in which you can impact many clients by providing value and solutions to our clients with whom you’ll build rewarding and lasting relationships. You’re not just a number here. You’ll gain national firm experience, with a regional touch, and ... Geschichtenerzähler: Der Schneider im Mond | Unser Sandmännchen | 30.03.2024 | Video | Unser Sandmännchen kommt heute mit der Flugkapsel und bringt Euch …[email protected] | (412) 697-5368. Mike is a Senior Manager with Schneider Downs Business Restructuring, joining Schneider Downs in 2020. He is a business executive with 20 years of experience across multiple industries in Financial, Strategic and Operational roles for Big 4, Public, Private and Private Equity organizations.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. Multiple former Nickelodeon child stars have responded to former kids TV mogul Dan Schneider's apology for the allegations levelled against him in Quiet on Set.Shareholder at Schneider Downs Columbus, Ohio Metropolitan Area. Connect Sarah Mullen, CPA Greater Pittsburgh Region. Connect Andrea Gevas Roper Columbus, OH ... Schneider Downs Consulting offers a broad spectrum of services and solutions tailored to meet the changing needs of businesses operating in today’s dynamic environment. Our practices include specialists in all facets of business consulting: transaction advisory, financial advisory, cybersecurity and IT compliance, forensic and investigative ... Schneider Downs Wealth Management, LP ("SD Wealth Management" or "SDWMA") is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Steve joined Schneider Downs in 2001, became a Shareholder in 2004 and was appointed co-CEO in 2014. Steve leads the firm’s Operating Committee and is a member of the firm’s Board of Directors and executive management team. In his 30+ year career, Steve has had the opportunity to work with companies ranging from start-ups to large national ...Contact Us. We want to hear from you. Unable to load form. Your form is not configured to work with this external domain. contact us. Pittsburgh. One PPG …We would like to show you a description here but the site won’t allow us.Schneider Downs Wealth Management, LP ("SD Wealth Management" or "SDWMA") is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for ...For over 65 years, Schneider Downs has provided audit, tax, consulting, and wealth management services through our team of innovative thought leaders committed to our approach of providing Big ...Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.PITTSBURGH – Schneider Downs, one of the nation’s 60 largest certified public accounting firms, has named Christopher J. Pascuzzi, CPA, as its new Chief Financial Officer. Mr. Pascuzzi is responsible for managing and controlling all financial-related activities of the firm, including providing strategic support to the firm’s leadership team.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs’ Exit and Succession Planning services are multi-disciplined, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners. Exit and succession planning is one of the most important strategies you will need to implement throughout the life of your ...Jason joined Schneider Downs in the Retirement Solutions practice in January 2000. He currently serves as a Practice Unit Leader for SDAdvantage Retirement Solutions, LP (SDARS) and his duties include client relations, new business conversion, the management of the SDARS recordkeeping platform, plan design and compliance consulting, and plan ...

Aug 2, 2021 · Schneider Downs’ fiscal year ended on June 30 with revenue of $97 million, Thompson said. Schneider Downs is the fourth-largest firm in Pittsburgh, as per local professional staff, in the list ... . Cole buxton

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About Schneider Downs Retirement Solutions. Schneider Downs Retirement Solutions has experience in all facets of qualified and non-qualified plan delivery, which allows us to be flexible to the needs and direction of our clients. Our specialized team of advisers and consultants provide objective advice and expertise to help plan sponsors govern ...Schneider Downs is a well-recognized, established, and collaborative firm in which you can impact many clients by providing value and solutions to our clients with …Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs is a Pittsburgh (PA) based Certified Public Accounting (CPA) Firm that serves clients in Detriot, Grand Rapids and across Michigan. Our team of tax professionals specialize in helping companies achieve tax savings, and we have extensive experience determining organizational activities that qualify for the R&D Tax Credit.Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.Schneider Downs Digital offers digital solutions for business growth, efficiency and transformation. Learn about their services, solutions, team, case studies and …Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, [email protected] | (412) 697-5368. Mike is a Senior Manager with Schneider Downs Business Restructuring, joining Schneider Downs in 2020. He is a business executive with 20 years of experience across multiple industries in Financial, Strategic and Operational roles for Big 4, Public, Private and Private Equity organizations. Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA ... .

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