Founder Craig A. Rothermel graduated from the University of Illinois in 1984 with a degree in Accounting (with High Honors). Mr Rothermel has been providing professional guidance in Escondido since 1987 to individuals and business located locally, regionally and nationwide. Mr. Rothermel is also a member of the California Bar, having graduated from the University of San Diego (Cum Laude) in 1990, where he served as a member of the Law Review.

Our reputation for providing quality service stems from the high standards we demand of ourselves. We have built our business squarely and exclusively upon referrals. A measure of success is our exceptional client retention rate. Our dedication is a to excellence in client service with the utmost integrity and guidance that brings peace of mind.

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Craig A. Rothermel, J.D., CPA is dedicated to meeting these goals with high standards of excellence and professionalism.