It’s a Boy!   Danny and Krista Koesters had an addition to their family. Oliver Daniel Koesters was born on August 30, 2021.  Oliver joins his two older brothers Owen and William.  Danny is a Partner and a Financial Advisor in our Coldwater office.  Congratulations to Danny, Krista and family!

Rebekah M. Clements Joins Staff – Rebekah M. Clements is our new Accountant/Tax Preparer in our Celina office.  Rebekah has over 5 years of experience in public accounting, including experience with Quickbooks and ACS Software.  She specializes in small business tax planning and preparation and will provide accounting and tax services to a variety of…

Tracy N. Houser Joins Staff – Tracy N. Houser joins our Coldwater office as a Technology and Payroll Specialist.  Tracy Is a graduate of the University of Northwestern Ohio and comes to us with over 20 years of experience as a Technology Director.  Tracy will assist with the installation and maintenance of our technology systems…