Yes, it does run in the family! Rockwell, Sloan's son, is the newest member of our team. With experience and education in varying fields; from marketing and real estate development, to technology and its increasing implementation in our workplaces. It is probably most accurate to say that Rockwell has grown up around business and has an eye for its best practices. With a focus on combining financial planning with tax planning and preparation, Rockwell wants to create an experience deeper and more meaningful than you may find when meeting with other financial professionals.

 

Rockwell is currently focused on implementing new business expense capture methods through the use of web and mobile receipt recording technologies. Accounting software of days past has become bloated, cumbersome, and difficult to learn. Ready for something simpler for your small business? Just ask!