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Mission Statement

We will guide our customers in making the right decision for their financial future through education, communication and uncompromising personalized service which will exceed our client's expectations.


Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.


Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

Tony Mauro

Tony Mauro, EA, CFP®, ChFC®, CLU®, CSA, CPA


Sheri Clemenson

Sheri Clemenson

Staff Accountant & Certified QBO Advisor

Donna McCauley

Donna McCauley

Administrative Manager



Staff Accountant