CPAs Discuss Adding Wealth Management Services

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Branding Specialist
July 31, 2018

Debi and Kevin Edwards from Creason-Edwards Cimarolli sat down with 1st Global’s Ryan George, assistant vice president of marketing and communications, and Jody Padar from The Radical CPA at the AICPA Engage conference in Las Vegas to discuss their journey from established CPA firm to successful CPA wealth management enterprise.

For Creason-Edwards Cimarolli, a 1st Global affiliated firm, it was important to bring their firm into the future to provide tax-centric wealth management advice to their clients by actively listening to their needs in order to develop a plan that addresses their clients’ life, risks and goals.

 

 

When asked how adding wealth management changed her practice, Debi Edwards said it makes her feel like she’s making a real impact on people’s lives. 

“Everybody says ‘you know, I want to make a difference in this world,’” Debi Edwards said. “We make a difference in our clients’ lives and to me, that’s making a difference in this world.”

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