We love working with Tracy and Dan. They help us improve our processes. They do high-quality administrative and operational work. They interact with our clients around logistical issues professionally and personably. When we ask them to take on a workstream, we don’t have to think about it again since we know it’ll be done well.

Having such great support lets us focus on our clients, meeting their needs, and enriching their lives. It means we do more of the work we love and in turn, Tracy and Dan, help us build our firm. We think of them as members of our team and are always happy when we see their names in our inbox or on our caller ID.