07/02/2026
Somehow we let yesterday slip by without recognizing a big milestone …. 35 years in business for our firm!
Jim started the firm on July 1, 1991, and Susan joined in 2013. Together with an incredible team, we've continued to build on that foundation.
We're grateful for our clients, many of whom have been with us for years (and in many cases, generations) as well as our outstanding team. We'd like to give special recognition to Nancy Watson, Caitlyn Vessels, Angela Lathrop, and Jennifer Trant for their dedication to the firm. Nancy spent three decades with us before retiring, Caitlyn has been with us for nearly two decades, and Angela and Jennifer have each contributed more than a decade of service. Their commitment, hard work, and loyalty have played a meaningful role in shaping the firm into what it is today.
Thanks to everyone who has been a part of the story so far. We’re excited for what’s ahead as we continue to serve our clients and the community!