A difficult few months…..


It is with great sadness that we announce the passing of two of our friends and colleagues, Roy Meservey and Lori Uhrig.

 It was an honor and privilege that Roy chose to merge with our team back in 2019. During the transition, we got to know Roy, his love of golf and anything outdoors and how he couldn’t wait to get down to his home in Florida. Roy always had time for everyone, and no matter how busy he may have been, he took the time to engage you and get to know you.  We will miss him dearly.

Lori joined our firm in December of 2022. A CPA with years of experience she quickly became an invaluable member our team. Lori was funny and smart and always kind. Even in the short amount of time that she was with out firm, Lori made an impact on the people with whom she engaged.

We extend our deepest sympathies to Roy’s and Lori’s families. We consider ourselves very lucky to have had both be part of our lives.