Grow Capital

    • Improve stewardship of financial resources...
    • Transform benefit liabilities into assets...
    • Return funds to the employer plus interest...

Retain Talent

    • Implement a flexible and portable structure...
    • Use vesting provisions to improve retention...
    • Create potential for greater income levels at retirement...

MDaleEdwards-croppedr. Edwards serves as Chairman of the Board, CEO and founder of Professional Holding Company (PHC), a diversified holding company with investment banking, management services, and financing and intellectual property concerns.

Read more: Dale K. Edwards, Principal

bob smallMr. Gutherman serves as President & CEO of Wealth Management Strategies, Inc. which he formed in 1996 in order to provide key services in the estate and tax planning areas, as well as in the executive compensation arena, to accounting and legal firms around the country for their high net worth individual clients, closely held businesses, and not-for profit entities.

Read more: Robert S. Gutherman, Principal