Logo Design Case Study for Duggins LLP of Irvine, CA

Duggins LLP is a Irvine, CA based company. Below is an abbreviated version of their creative brief that helped us create their unique logo design.
Please describe your business, product or service:
We offer strategic investment management and financial planning for individuals and also manage retirement plans for businesses and corporations. We currently have over 100 clients and treat each client with top-of-the line care and professionalism. My dad, who is the advisor, is a CFP (Certified Financial Planner) and a CPA (Certified Public Accountant). We have a very close relationship with our clients and really do everything on our end to make life as easy as possible for them.
Would you like a symbol or text based logo?
A variety of both.
Where do you envision using your logo?
WebSite,PrintedMaterials,Promotional Items (pens, golf balls, etc),YellowPages Ads,Newspapers (or Black & White Usage)
How many colors would you like to use?
2
Do you prefer your logo designed in CMYK or PMS colors?
PMS
How would you describe the effect you are looking for in your logo?
Cutting-Edge,Unique/Creative,Clean/Simple,Sophisticated,Corporate,Modern,Traditional,Serious
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