We bring strong skills and experience to our clients. Background of Mr. McNulty (Founder):
Certified Public Accountant
Certified Financial Planner™
MBA, Northwestern University (Kellogg)
BBA, University of Wisconsin
Big CPA Firm Experience (Deloitte)
Active in community
I have a clear set of advantages that distinguish me from many other advisors. My combination of credentials, including an MBA, a CPA, and CFP, are rare and extremely well matched to the technical demands of my practice. My deep tax and accounting expertise combined with strong skills in business planning and personal wealth management planning provide a strong platform to effectively handle complex and interrelated financial and tax issues and produce integrated and holistic plans and strategies.
My status as an independent firm (I am not employed or controlled by any banks, investment firms or insurance companies) enables me offer a wide range of products that are chosen purely based on the needs and in the best interests of my clients.
As both a CPA and a CFP® professional, I am required by professional standards to uphold the highest levels of trust and confidentiality, to maintain appropriate objectivity, and to undergo rigorous continuing education requirements.
CLIENT CARE PHILOSOPHY
We have a strong philosophy about the nature and quality of client care we provide to our clients:
Team up and partner with clients
Give friendly, personal service
Be proactive and solution-oriented
Seek excellence & best practices
Establish long-term relationships
We roll up our sleeves to work directly with and coach our clients to meet the challenges of managing their finances and making smart money decisions. We're there when you need us. We respond to questions and problems quickly and present clear solutions.
We invest quality time to learn and understand our clients' wants and needs and apply the tools and expertise and patience needed to establish goals and implement the plan. We use a consistent process that really pays off for clients through better planning and more focus on achievement of strategic long-term goals, and less focus on short-term trends and fads.