About Us
THOMAS E. KAHN has over twenty years experience serving high net worth families, small businesses and non-profit organizations. He has experience in planning, investment management, tax planning and compliance, estate planning, charitable giving, and trust administration. For many years, he worked with an extended family in a family office where he oversaw accounting, preparation of financial reports and cash flow projections. He started his career with Ernst & Young, serving a range of for-profit and non-profit organizations, both small and large. Tom is a CPA and holds the Chartered Financial Analyst and Certified Financial Planner™ designations. He received a BA from the University of Pennsylvania and MBA from the University of Chicago.
JULIE DAILEY was a bookkeeper and office manager at The Western Textile Companies for 26 years until the sale of the company. She was responsible for the general ledger, accounts payable, accounts receivable, payroll and insurance (both business and health). She works directly with individuals and companies, building relationships and personalized services while providing support to their accountants and bankers.
JILLIAN FISCHER was an audit manager at Clifton Larson Allen, a national accounting firm, for 11 years. She led audit, review and compilation engagements from planning to reporting. She uses those skills in the review and preparation of financial reports for a number of our clients.