Jeffrey B. Ward


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jeffJeff has more than 30 years experience in business development and marketing. Jeff has lead companies and sales organizations of varying sizes and for 16 years was the CEO for a mid-sized manufacturing company, holding full managerial, P & L and investor relations responsibility. After successfully merging that company with a Midwest competitor, Jeff leveraged his experience to help companies in other business sectors including professional services, technology, public relations and graphic arts. He was able to foster growth of both the top and bottom line in each of the organizations with which he worked.

He most recently held a senior level position with one of the nation’s top 25 CPA firms, where in addition to firm marketing responsibilities, he was the Dean of the Marketing College for the firm’s professional development university. 

Additionally Jeff has served on the board of directors and chaired committees for various trade associations, nonprofits and an independent school.

Jeff resides in Bucks County with his wife and has three children who are following their passions in various regions of the United States.

Jeff holds a BA from Taylor University and a MBA in Management from Temple University Fox School of Business.

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Our Team

Our Values

Our values define who we are, individually and corporately. They are the foundation of our work together and of the way we work with our clients and interact with our communities. Our values are the basis from which we make decisions and choices. Our values define our culture of service to our clients.

We are profoundly committed to the integrity of each individual. We believe each person deserves our respect. We believe trust is earned as we work together and with others. 

We believe trust is the basis of all learning relationships and communities, and that trust must be earned every day. It is our expectation that our decisions, choices and actions will demonstrate every day that we are committed to doing the right thing in every circumstance.

These values and the culture that arises from it fosters a team spirit, a focus on the needs of our clients, a spirit of honesty and generosity, and an openness to the future that is inclusive, flexible and optimistic.

Because we live in a rapidly changing world, we remain committed to continuous learning and growth. We are learning daily in order to provide more timely insights, advice and information to help you achieve success.