Our Qualifications

We have been working with individuals and businesses in the area for many years.

Each of our agents has extensive personal and professional experience.  

Bobby is a Certified Public Accountant and works closely with his assistant to provide a wide range of accounting and tax services. Bobby is also a qualified representative licensed to handle a variety of investment products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products, accounting and tax services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.