Recently, Steve worked alongside me as the financial neutral in my collaborative divorce. Divorce is painful and difficult on so many levels, however, Steve served as a “safe place” in all of the emotional chaos during that time. He was understanding, efficient, and supportive as he meticulously sorted through our financial information. He was purposeful and focused in all of our meetings as he gathered and organized the financial pieces of our estate. Steve’s integrity and character exceeded my expectations. His service felt more like a mentorship than just a CPA because he was sensitive to the emotional aspects in our case. His empathy and financial knowledge merged to provide the security I needed from beginning to end of my collaborative divorce. It was a pleasure to work with a team of professionals who truly brought peacefulness into such a difficult life transition.
– J.M.