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Margaret Eldridge

by | May 28, 2019

With more than 20 years of experience, Margie co-manages the firm’s Individual Tax Advisory Services division, offering comprehensive tax and consulting solutions to clients. She specializes in individual tax planning, with a particular focus on addressing...

Cindy Carothers

by | May 28, 2019

With an extensive track record spanning over three decades, Cindy brings a wealth of expertise in public accounting, encompassing corporate, partnership, and individual tax domains. Her specialized focus lies in delivering tailored services to small businesses and...

Todd Bard

by | May 28, 2019

Todd has more than 25 years of experience in public accounting with a focus on providing consulting, tax planning, and tax preparation services for individual and business clients. Todd specializes in working with construction clients. In 2014, he joined an elite...

Chuck Balch

by | May 28, 2019

Chuck has 35 years of experience in qualified retirement plans, specializing in plan design, plan documents, compliance, sales, marketing, and administration. As a key member of the Retirement Plan Services Department, Chuck’s responsibilities include managing...