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Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
JBC Companies offers financial guidance and services to Fort Wayne, IN and the surrounding areas.
Soutar J Haldane DDS is a Miami, FL-based company in the Financial Services sector.
Schellman is a leading global provider of attestation, compliance, and certification services. Operating as an alternative practice structure as Schellman & Company, LLC, a top 100 CPA firm, and Schellman Compliance, LLC, a globally accredited compliance assessment firm, we can offer clients services as a CPA firm, an ISO Certification Body, a PCI Qualified Security Assessor Company, a HITRUST assessor, a FedRAMP 3PAO, and as one of the first CMMC Authorized C3PAOs. Renowned for expertise tempered by practical experience, Schellman`s professionals provide superior client service balanced by steadfast independence. Schellman`s approach builds successful, long-term relationships and allows our clients to achieve multiple compliance objectives using a single third-party assessor.