Food, Drink & Merriment!

This is to formally open our new location at:

521 Kimberton Road (Rt 113) 
Phoenixville, PA 19460 

We look forward to seeing you there and enjoying some time catching up, along with a snack and beverage and introducing you to some new staff as well as our financial planning affiliates, Ryan Vermillion and Brian White.  

Lauren will be joining us this year as our new receptionist. Lisa will be coming back part time to help keep things moving again.

Nancy is still our star CPA and will be working with many of you to get your returns organized and done.  

And Tricia is my new assistant who will help you with quick questions and keep me focused for a faster turnaround time that we had last year!

Stop by and say hello!