As part of our ongoing succession planning journey initiated last year, we’ve continued to look ahead investing in the future of our firm and building a strong foundation of next-generation business owners and leaders.

We are very excited to announce that Ashley Salt has become a shareholder in the business.

Ashley exemplifies the values we hold dear: leadership, integrity, and a deep commitment to our team, clients, and the firm. We are proud to have her join our growing group of shareholders.

This milestone reflects our vision of a business that evolves alongside the clients we serve – ensuring our leadership remains aligned with the needs and aspirations of future generations.

Please join us in congratulating Ashley on this exciting achievement!