With a rich history stretching over sixteen years, Brad Hooks has aimed to establish himself as a trusted partner in the financial industry, providing unparalleled services as a Certified Financial Planner TM and IRS Enrolled Agent. Our firm’s professionals have spent years honing their craft, acquiring an extensive wealth of knowledge and experience that sets us apart from other industry participants.

This distinct blend of qualifications enables us to provide comprehensive financial advice, while also handling essential tax filings for our diverse array of clients. As a result, we can navigate the complex maze of tax regulations and financial planning strategies with finesse and efficiency, thereby seeking to help our clients to optimize their financial situations.