James A. Holmes, CPA & Bradley J. Weckwerth, CPA

Our firm first engaged Carl George Advisory in 2016 to assist with our vision and strategic plan process. To date, the outcomes remain as core tenets of the firm. CGA has taken the time to understand who we are and what our goals are which has allowed CGA to aid us in updating our compensation structure, facilitating our annual shareholder meeting, leading our shareholder evaluation process, providing us with industry updates, and supporting our next generation of leaders. Over the course of the last five years CGA has become a close strategic partner to the firm, and its owners.

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