Credo Financial Services, LLC

Specialties

Taxation, Business Services, Audit & Forensics

History

Established in 2004.

In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-​on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts).

Meet the Business Owner

Dan L.

Business Owner

Dan Lucas, CPA/​ABV — Managing Director

As the Managing Director of Credo, Dan advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations.