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Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.

NCD

NCD is dedicated to improving lives by driving better health, providing an exceptional experience, and Spreading the Smile. As the costs of dental and vision insurance continue to increase across the country, our mission is to provide comprehensive dental and vision care thats accessible, quick to obtain, and simple to use. Whether youre uninsured or under-insured, NCD has a plan that fits your dental and vision needs.

Tatte Bakery & Cafe

Tatte Bakery & Café is a fast-casual bakery and café chain founded in 2007 by pastry chef Tzurit Or. Starting from her home kitchen, Or began selling baked goods at Boston farmers markets. Headquartered in Cambridge, Massachusetts, Tatte has grown to 18 locations in Boston and Washington, D.C., focusing on community-centric spaces that create a sense of belonging. The brand is known for its artisanal pastries, cakes, and breads, along with a café menu that features breakfast, brunch, and lunch options inspired by global flavors. Tatte also offers a specialty coffee program, emphasizing quality and consistency. Each café is designed to reflect its neighborhood while maintaining Tatte’s core identity, creating inviting spaces for casual dining, remote work, and social gatherings. Tzurit Or continues to lead the brand, supported by an experienced executive team dedicated to operational excellence and high-quality ingredients.

CI Financial

CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.

Tru Consulting

Tru Consulting is dedicated to delivering exceptional Anaplan implementation and consulting services with a focus on delivery excellence. What sets us apart is our commitment to an agile, collaborative, and client-centric approach that empowers our clients to achieve their goals and drive measurable strategic impact. By leveraging our deep industry expertise in higher education and public sector, cutting-edge technology, and innovative methodologies, we are able to provide tailored solutions that address our clients most pressing challenges and opportunities. Our goal is not just to deliver projects on time and within budget, but to become a true partner to our clients, and support them as serve their communities, institution, and constituents. Why Tru Consulting? —We have over 350+ years of collective experience working in the higher education and public sector industries. — We bring proprietary modeling frameworks and tried and true approaches tailored to education and public sector connected planning. — We have a proven track record and are 100% referenceable across our 60+ clients. To learn more, visit tru.consulting