Who we are

Thank you for taking the time to acquaint yourself with our services. I hope you will appreciate that we are in business for a single, clear purpose: to serve our clients’ interests better than any of our competitors.

We need no greater incentive to commit ourselves every day to new standards of excellence, knowing that courtesy, professionalism and integrity are the bedrock of our success. In our staff we nurture a talent for solving difficult problems with industry-leading standards of technical expertise and an old-fashioned determination to understand our clients’ most important personal and professional objectives.

It’s a formula that has worked well for nearly four decades. Yet, much as we value our track record, we know that our reputation is entirely in the hands of our clients past, present and future and that the only opinion that matters is not ours – it’s yours.

So we strive never to rest on our laurels but instead work hard to demonstrate that the best is yet to come, for us and for the clients we are proud to serve.

If it’s time your financial priorities were treated with this level of competency and respect, I hope you will give us the chance to show what we can do for you.


Rick Thomas
Founder and CEO

Our vision

Constant improvement is our guiding ideal – the better to serve our clients, honor our community and inspire ourselves.

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Our values

We never forget we must earn our clients’ trust – and strive in all we do to return that faith with excellence, courtesy and respect.

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Our community

Our clients have interests which span the globe but they tell us our strong Tampa links add something extra.

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Our industry

We owe a debt to all who laid our industry’s foundations and a duty to pass on its best practices to those who will follow.

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News and events

Quarterly Economics news - First Quarter 2016

The US economy followed a relatively static Q4 2015 with an equally static Q1 2016...

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Employment Opportunities

The following career opportunities are available. We are looking for candidates with good organizational and communication skills who want to work in a positive ...

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