Our Story

The Brae was founded in November of 2016 to provide clients with a trusted blend of traditional CPA know-how, and the modernity of forward-thinking strategy.  The partnership learned the trade in a traditional, large-firm environment, and recognized the need for relatable experts with a penchant for driving client value.  Focusing on personalized services, with a concierge feel, the team of quality professionals developed an environment that fosters intimate client relationships.  Through contemporary processes, The Brae offers a fresh approach to accounting; a working relationship of constant communication, dependable resources and extraordinary counsel, bringing the storied profession into the 21st century.

Our Values

In January 2020 we put pen to paper to reflect on who we are as a firm and what is important to us. The values that were established play a vital role in our everyday lives and are paramount for us to achieve our mission. We recognize these values are key in servicing our clients, firm and community. Throughout our decision-making process, we constantly ask ourselves, “How does this align with our values?” Having this guide allows for us to put our true and best selves forward.


The attitude we bring to the table.


Of everything always, in all ways.

Forward Thinking

New ideas strengthened by our experiences.


We work best, when we work together.