About TWRU CPAs and Financial Advisors Consulting company in Baton Rouge, United States
Most Americans are busy meeting the immediate demands of ’today’ and rarely have time to concentrate on the future. Thats where we come in. TWRU CPAs amp; Financial Advisors specializes in helping small to medium size entrepreneurial clients to look beyond day-to-day operations and set goals for a successful future. With help from our experienced professionals you can more effectively work on your business instead of in your business.
With more than seven decades of experience partnering with businesses and individuals TWRU can help you answer these and other questions with customized strategies that will achieve your financial goals and ensure success. Whether its personal or business isnt it time you took firm control of your future to achieve your desired results?
In 1948 A. Edgar Thomas decided to break away from the corporate world to become a sole practitioner. He started out the way most entrepreneurs do. He worked hard worked long and worked for the best interest of his clients. Those clients often became his close friends. This became a hallmark of how we still do business. Over the next decade or so he grew his firm and was able to hire several others to help keep up with the work. In the early 1960s the firm was in a position to begin a new focus in audit. To assist in this area Stewart Wilson was hired out of college. When the firm secured the contract to audit the city of Baton Rouge Stewart took the lead on the audit.
Jake Ragusa was a partner of Edgars until the entrepreneurial spirit lead him to withdraw. He left with the support of Edgar to venture out on his own. However Jake came to realize the importance of professional peer relationships in the CPA profession and returned to the firm to be in partnership with Edgar and Stewart.
By the early 1980s the growing firm merged with an enthusiastic consultant by the name of Kerry Uffman. Kerry was determined to be the leader in financial planning. He spent the early part of his career acquiring education and certifications for financial planning. He was able to move the firm forward by helping our clients with portfolio and wealth management. This merger resulted in the formation of the accounting firm of Thomas Wilson Ragusa Uffman and Co.
Not ever losing sight of the entrepreneurial spirit that formed the backbone and drive of the firm there were mergers with other CPAs in the 1990s and early 2000s. The rationale has always been to strengthen the ability to serve the Baton Rouge community through offering comprehensive financial services.
Edgar understood how important it is to be prepared and ahead of competitors. TWRU has matured into the second generation of partners; however the legacy of being prepared has been passed down.
In 2011 the firm officially changed its name to TWRU CPAs and Financial Advisors. Currently TWRU is guided by four partners: Sara Downing Kerry Uffman Linda Gibson and Cherie Odom. The firm has grown from one mans dream to almost thirty employees with 15 CPAs. Over the years weve learned to keep our focus on building relationship so our clients are more than just clients. We continually look for areas in which to grow our business and we are innovative in our approach to technology as we serve our clients by helping them achieve their financial and life goals.
