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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


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...

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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...

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Marianne M. Blough

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...

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