Below is representative list of financial services clients.

• AFA Financial Group
• Arthur Andersen
• Bank Julius Baer
• Brandlin Associates
• Commercial Assessment Consultants
• Deloitte & Touche
• Financial Alliance
• Financial Surety
• Grobstein Horwath & Co.
• Hedman M&A Advisors
• Kellogg & Andelson
• Kirsch, Kohn & Bridge
• Lee, Sperling, Hisamune
• Miller, Kaplan & Arase
• Oberstein, Stock & Freidenthal
• RBZ
• SEG Companies, Inc.
• Tegner-Miller Insurance Brokers
• Triple Check
• Trust Company of the West
• Urbach, Kahn & Werlin
• Wedbush Morgan Securities
• Zdonek & Wolowicz