Our Community

One of the most effective ways we can serve our clients is to stay active in the community. Participating in outside events and professional panels allows us to stay informed of the latest financial developments and information, and to pass this important information along to you.

Here are some of the community activities and services our partners and staff have been involved with over the years.

  • Treasurers of the following organizations:
    • West Portage Little League
    • The Portage Athletic Foundation
    • Deaf and Hard of Hearing Services
    • Heritage Christian Reformed church
    • A Neighborhood association
    • Booster clubs
    • Ronald McDonald Charities
  • Multiple mission trips with Catholic Heart Workcamps
  • Business counselors for the Small Business Technology Development Center for over 20 years
  • Heading up the rebuilding of a local church after a devastating fire
  • Coaching and sponsoring a plethora of children’s sport teams
  • Teaching Project Charlie in the elementary schools