Your Partner

We are your financial partner guiding you towards your goals

Practical Approach

Taking a practical approach without sacrificing quality and integrity

Sense of Security

Striving to provide a sense of security that you are in good hands




Using technology to your advantage not to overwhelm you

Practical Solutions · Personal Service

What our clients are saying...


“Kathy has consistently provided excellent advice…”

John & Peggy Illson, Washington, DC & Montreal, Canada


“Kathy has always made us feel comfortable that our concerns — financial and family goals — are front and center.”

Susan Regan, JD & Michele Organist, MD, Pittsburgh, PA


“Kathy totally understands my business and accounting needs. She is highly organized and patient…”

Dr. Helene Y. Humes, DMD,  Indiana Township, PA

Practical solutions with personal service...

are at the heart of our firm and everything we do.  We are committed to your personal and business success, providing the expertise you require and individual attention you deserve.

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