Lynda Pleas

“Walt has been my accountant, tax & investment advisor for 30+ years. He has moved a few times and have gladly followed! I believe he is extremely ethical, compassionate and takes time to listen to me to resolve my concerns. Lacie is a delight to work with as she is always friendly and helpful. She is always suggesting various things to make things easier, more efficient or secure, the list goes on and on.”