Chris Benson - Thrivent

ProHorizons is a West Coast brokerage and consulting company focusing on accounting practice sale and acquisitions since 1995. We launched our business with goals that remain consistent today: To help accounting practice owners achieve business growth while still in practice, and to shepherd them toward their next professional or personal chapter when it's time to transition. We come to our client relationships from a place of direct experience as fellow business owners who understand what it is like to invest your life in building a practice. Therefore, we take care to deliver comprehensive, time-tested, professional guidance that results in your success.

Summitry is a Bay Area Investment advisor firm and offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has more than $2.8 billion in AUM (as of 11/01/2024), a size large enough to possess highly sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm. Summitry offers a range of services, including personalized financial advisor bay area, retirement planning, and wealth management bay area services.