1st Global Honors Firm's Achievements With a 3 Diamond Eagle Award
ELK GROVE VILLAGE, Ill., Jan. 18, 2012 — Porte Brown Wealth Management, www.PorteBrown.com, a Chicagoland CPA firm providing accounting, audit, tax, technology and wealth management services, was recognized as a 3 Diamond Eagle at 1st Global's 20th annual National Conference at the Grand America Hotel in Salt Lake City, Utah. In addition, Porte Brown Wealth Management's assistant, Nicky Mackowiak, was honored with the Wealth Management Assistant Service Award.
"Achieving the level of a 3 Diamond Eagle is an incredible accomplishment. Only firms that reach specific goals set forth at the beginning of the year are presented with Diamond Eagle awards. I am especially proud to see Porte Brown Wealth Management spread its wings," said 1st Global CEO Tony Batman. "This perches Porte Brown Wealth Management among 1st Global's top-producing firms."
"I am also proud of Nicky Mackowiak. The firm's success this year is due in large part to this person's exceptional dedication and skills. Nicky Mackowiak is truly a leader among peers. This is a goal that all wealth management assistants should aspire to," said Batman.
This year, 1st Global partner firms were inspired to discover their next act by world-class speakers. Michael E. Gerber, author of multiple E-Myth books, challenged everyone to start working ON their business not simply IN it. Diana Nyad spoke of her determination to swim from Cuba to America despite her two failed attempts earlier this year and Dr. Arthur Laffer provided insight into the political landscape in the coming year.
Of course, 1st Global's National Conference 2011: "The Next Act" wasn't focused solely on celebrating the past year. The name itself begs the question, "What's Next?" 1st Global is looking forward to watching everyone at Porte Brown Wealth Management continue to grow their practice and help their clients honor the important promises they've made.
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients.
1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. More than 500 firms have chosen to affiliate with 1st Global, making the company one of the largest financial services partners for the tax, accounting and legal professions.
1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas, (214) 265-1201. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.
About Porte Brown
For more than 65 years, Porte Brown LLC has provided accounting services to individuals and businesses throughout Chicago and the suburban areas. Porte Brown specializes in tax planning and preparation services, audit, business valuations, wealth management, retirement plan administration and consulting. The CPA firm also focuses on technology solutions, providing computer consulting for clients, either by establishing a new network for their operational and accounting needs or working with an existing network with the help of Porte Brown Technology Solutions.
Securities offered through 1st Global Capital Corp., Member FINRA & SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
Contact: Pam Metzger, Email, 847-956-1040
# # #