Our Mission is to enable our clients to accomplish their financial goals by providing unbiased advice and objective data - empowering them to make informed choices.
Green Street Capital exists because we could not turn our backs on an investment approach that enables us to live and work by our core values. As independent advisors, we work for our clients. To us, working for our clients means working together as a team to try and find the best financial solutions and products to meet their specific needs.
Marcia M. Lewis, CPA/PFS, CFP®
Marcia has over 40 years experience as a CPA assisting businesses, tax exempt organizations and individuals with their finances. She holds the Series 66 in addition to being a CERTIFIED FINANCIAL PLANNER™.
W. Thomas Cooper, CPA/ABV
Tom has over 40 years experience as a CPA where he was a managing partner with his firm. He has served entrepreneurial and business clients and demonstrates broad experience in international taxation, mergers and acquisitions, and business valuations. He also is a former member of the Board of Directors of the American Institute of Certified Public Accountants. Tom is a fully licensed Investment Advisory Representative and holds a Series 66.
WHY GREEN STREET CAPITAL AND HKFS?
Green Street Capital partners with HKFS, a wealth management company that specializes in accounting and law firm clients. Founded by the partners of Honkamp Krueger & Co., P.C., a Top 100 CPA and business consulting firm, HKFS has a thorough understanding of navigating the special relationship between advisors and their clients. They work seamlessly with us to offer you an all-encompassing and guided approach to financial planning.