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Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.

Western States Equipment

Western States Equipment Company, known as Western States Cat, is a prominent heavy equipment dealer and service provider in the Northwest U.S. Established in 1933, the company has evolved from its origins in construction to specialize in equipment sales and service. It operates across a vast area of over 191,000 square miles, including Idaho, Eastern Washington, Oregon, Western Montana, and Wyoming, with 17 branches and 15 Cat® Rental Stores. The company offers a range of services, including the sale of new and used heavy equipment, short- and long-term rentals of various machinery, and comprehensive maintenance and repair services. They provide genuine Cat® parts and accessories, ensuring quick sourcing and delivery. Western States Cat serves commercial and industrial clients, focusing on construction, mining, and infrastructure development, and emphasizes personalized service and tailored financing solutions for its customers.

Liberty Federal Credit Union

About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services. Liberty has been recognized on a state level by Forbes as one of Indianas best financial institutions. In recent years, the credit union has also received acclaim on a national level, including being named the nations Best Credit Union for Checking by Investopedia in 2021 and appearing on Newsweeks list of Americas Best Banks in 2022. Among Liberty FCUs most innovative products is its Vertical Checking. This free checking account offers a high interest rate of 3.30% APY on balances up to $20,000, plus reimbursement for usage fees paid when using any ATM worldwide up to $15 per month. However, Liberty Federal Credit Union similarly excels in providing value through better loan options for borrowers. For instance, the credit union offers an uncommonly wide variety of mortgage options to ensure the best fit for its members. According to the American Credit Union Mortgage Association, Liberty FCU was the Midwests top credit union in 2021 total first mortgage originations. Nationally, we ranked eleventh. Headquartered in Evansville, Indiana, Liberty FCU offers a wide footprint of branch locations throughout southern Indiana, western Kentucky, and the Greater Nashville area in Tennessee. However, the credit union currently serves more than 270,000 members across all fifty states and at least eight countries.