Adrian Eddleman, MBA, CSM
Mr. Eddleman heads the firm’s Registered Investment Advisory, Financial Planning and Venture Capital divisions, serving clients throughout the country, advising them on wealth management, financial and estate planning, as well as institutional asset management for credit unions, CPAs, RIAs, broker/dealers, and others. His clients have been featured in Kiplinger’s Magazine and the Wall Street Journal and he’s been quoted by other professionals such as Jane Bryant Quinn and in publications such as Investment News. Find out more here.
Lee Eddleman, CPA MBA
Mrs. Eddleman heads the firm’s accounting division. She loves working with owners of small businesses on their QuickBooks, bookkeeping, accounting, payroll, and tax return preparation needs. She has a knack for helping clients understand their accounting, as well as showing them ways to save time so they can get back to doing what they love. Find out more here.