103 Norman Street,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Advisor
Client Service Associate
Marianne works in the family financial services business as a client service associate. She is also responsible for organizing and managing the office. She has worked with Bob for 38 years, first in their accounting and tax practice...
Bob has over 24 years of financial consulting and 38 years of tax and business planning experience.He founded his Houston based accounting firm in 1981; and to meet his clients’ investment needs, he expanded his services to include...
Bob Jr has over 15 years of corporate marketing and business development experience. He received his Bachelor of Science degree from Penn State, an MBA from the University of Minnesota and became registered in the financial services...