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Our dedication to exceptional client service is over 60 years in the making.

We provide innovative solutions for our clients’ tax, accounting and financial needs. Through extensive professional education and experience, we utilize comprehensive business planning strategies and wealth care management services. Our unparalleled level of personalized service shows our commitment to serve our clients.


James W. Harting, CPA, Financial Advisor - Firm Managing Partner
Douglas M. Bertke - CPA, Financial Advisor - Partner
Randall L. Kaup - CPA, Financial Advisor - Partner
Alan E. Wolters - CPA, Financial Advisor, AIF® - Manager - Celina Office

Securities offered through 1st Global Capital Corp. Member FINRA/ SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.