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Brian serves as the Managing Principal of our Private Client Services Industry.  We believe that an individual or family goes through a natural l

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CLA is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services. Learn more about CLA.

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BDO delivers assurance, tax, financial advisory and consulting services to clients throughout the country & around the globe. Learn all about BDO here.

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Plante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services

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CPA firm and consultants providing tax, audit, consulting, outsourced accounting and HR, IT, and financial advisory services to the Lehigh Valley, PA area.