Shaw & Associates — Improving Lives One Person, One Family, One Business at a Time
When George and Leonard Meyer founded Meyer Bookkeeping behind a hardware store in Marysville, California, they never dreamed it would become one of the top successful firms in the area. In 1985, a second location was opened in Yuba City, California and in 1989 the two offices were combined into a new office in the heart of Yuba City. Today that firm operates as Shaw & Associates and serves clients on a global scale.
In 1992, David Shaw joined the firm after serving in the United States Air Force. He served as the firm’s chief operating officer and manager until 2004 when he became Vice President and partner. Leveraging his background in tax and accounting, David realized financial stability in a client’s life was best addressed by covering all areas that impact finances —now and in the future. In 2010, David became President/CEO and relocated the firm’s headquarters to a new state of the art facility in the thriving business district of Yuba City where they could better serve their clients worldwide.
Susan Growney went to work for Shaw in 2000 and became Vice President and a partner in 2010. Joined by Gayle Heffley, Shaw and Growney have built a team of tax and accounting specialists, advisors, and business consultants to provide personalized assistance and resources in one location with more than 30 years of experience. Together they have set the firm’s mission of changing lives and exceeding the expectations of our clients at an industry high.
By focusing on eight wealth management issues that are important to every family, Shaw & Associates mission is: We change lives and inspire our clients to build “true wealth”— one person, one family, one business at a time. This focuses our firm to guide families and business owners on ways to potentially create, accumulate, protect and transfer wealth to the next generation. Our multi-faceted team is here to address retirement, tax preparation, college planning, asset management*, risk management (insurance) and business solutions (accounting, payroll, and consulting) for our clients.
“There is no greater honor than being trusted as the go-to source when a client needs help making financial decisions,” explains Shaw. “The synergy created between our clients and our team allows us to offer comprehensive financial services so he can help people live more abundant lives.”
*These services offered by David Shaw and Susan Growney through their affiliation with Avantax.