Hello! I’m Chelsea, one of the newest members of the firm, and I’m excited to be here. I’m grateful for the opportunity to support our clients and build meaningful connections with the individuals and families we serve. With a background in client-focused roles, I’m passionate about helping others by building trust, providing support, and creating...Read More
Summer, July 4th, and World Cup Hopefully, this finds you enjoying the summer, whether that is taking vacation time, celebrating our 250th anniversary on July 4th, or cheering on the USA and other teams in the World Cup. Summer is always a wonderful time of the year, even with our heat here in Arizona. Our...Read More
Goodness, it is already February! December and January flew by. I can tell by phone calls and emails that our clients are thinking about their business and estate planning needs again. At our home, we had 5 waves of company starting from the first weekend of December over the next 7 weeks taking us through the Martin Luther King holiday. It was a lot,...Read More
Margaret Tritch End-of-Year Important Notice Corporate Transparency Act Stay Issued and then Reinstated Date: December 30, 2024 If you read our last article, “FinCEN & Why the Time is Now!” you will know the importance for your business or maybe someone you know. If you have not had a chance, please continue reading this notice....Read More
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