Spotlight on Our Support Team: Part I

First, we would like to introduce you to Dave Vogepohl at Excellerate Solutions in Raleigh, NC. Dave is a certified business coach who has extensive experience working with small businesses and has helped us set clear and measurable goals. Dave has been instrumental in helping us to achieve our business outcomes as well as a wonderful source of professional advice. We have been working with Dave the past fifteen months and we highly recommend him. You can find out more about Dave at his site www.excelleratesolutions.com 
  
Blake Smith, CPA and the whole team at Smith and Smith, CPA in Cary, NC provide us outstanding support in the tax and financials area. Becca Smith, their marketing director, one of my friends and networking partners has been a true resource and has provided many valuable contacts for developing our business. You can vist their site at www.smithandsmithcpa.com

Tom Lenfestey, our attorney, from Adams, Howell, Sizemore in Cary, NC has been able to provide us valuable legal advice and assist with our estate planning as well. Tom is a true professional and great guy all around. Tom is a CPA as well. You can find out more about his services at http://adamsandhowell.com and http://ncplanning.com

Adam Whitesell and Ben Graff at Ameriprise in Raleigh, NC are our financial advisors. We have just started working with these guys and we look forward to all the good financial and business planning advice we know they will provide.  You can visit their sites at http://www.ameripriseadvisors.com/adam.m.whitesell and http://www.ameripriseadvisors.com/benjamin.e.graff

  
We truly appreciate all your professional help!
-Abby
Posted: April 17, 2012 by Abby Bittler | with 0 comments
Tagged as: office


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