We are pleased to announce that Legacy Equity Valuations has joined Chartwell. Located in Seattle, Dennis Locke (retired) and Nick Aberle have expertise performing valuations for annual ESOP administration, gift and estate tax, financial reporting, and corporate planning purposes.
“Legacy is well-respected not only in the Pacific Northwest but throughout the country. We are fortunate and excited that this team is joining Chartwell,” said Steve Nelson, Managing Director.