Now in his 20th year of business, Certified Public Accountant Jefferson W. Wells is continuing to help small businesses and individuals alike with their investment and financial needs.
Wells began his firm in 1993 after leaving his role as chief financial officer for a local corporation.
“I started with no clients and at first, no idea where to find clients. But I aggressively marketed and very quickly built my accounting practice from the ground up,” he said. “In my former job, I was always the person saying ‘no,’ but in this job my clients are always glad to see me because of the benefits we bring them. It’s a good change of pace.”
In 1996, Wells was approached by an investment house that offered to broaden his clients and services with additional training and experience. He remained with that company for a while but said he ultimately branched out on his own to better serve his clients by giving his business a personal touch, which he prides himself in. Today, he remains an independent and is not affiliated with any investment house.
“Those investment houses seem to focus on selling what makes them the most money, not necessarily what gives their client s the best return,” he said. Wells and his staff handle tax and estate planning, business accounting, investment counseling and more for small- to medium-sized businesses and individuals alike. Wells is also securities and insurance-licensed.