The Firm

"In the 21st century, assisting clients to realize their financial goals and objectives demands a vision that challenges much of the conventional wisdom of the existing investment and tax management industry."


The firm's commitment to clients is to develop long lasting relationships and provide guidance as clients needs change.

Ginger Sandell has been a CPA since 1993 and has extensive business experience both in public accounting and private industry. The firm combines over 25 years of experience as a C.P.A. (Certified Public Accountant). Ginger received the designation of a P.F.S. (Personal Financial Specialist) accreditation in 2006. This designation is established by the American Institute of Certified Public Accountants for CPAs who have specialized and demonstrated consdierable experience and expertise in the area of personal financial planning.