David Isa founded the firm with a commitment to integrity, personal relationships, and thoughtful financial guidance. Over the decades of service, he built lasting relationships with individuals, families, and businesses who trusted him not only as their CPA, but as a steady advisor through every stage of life. 

Though he is no longer with us, his values remain central to our firm's culture and approach. The emphasis he placed on personal service, technical excellence, and doing what is right for the client continues to guide our work today.