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ABOUT US
IT'S ALL ABOUT YOU AND YOUR FUTURE!
Our goal is to guide you to life’s freedoms.
Starting as a bookkeeping and tax preparation practice in 2006, today, our firm offers holistic wealth management services through independent franchisee agreements with Money Concepts and Liberty Tax. We are a financial services company that provides bookkeeping, payroll, business planning and consultation, income tax preparation, planning and representation, retirement planning, financial planning, investments, insurance, education funding, and more!
“Our objective is to insure our client’s financial goals and needs are met and create a long lasting professional relationship that will benefit all whom we serve.”
Mari
COO | EA | NTPI Fellow | CB
Responsible for the oversight of the company's business services division and income tax division, Marie has also obtained the Internal Revenue's Service Enrolled Agent (EA) designation, being able to assist in representing clients in matters pertaining to taxation with the IRS. She has also completed coursework from the American Institute of Professional Bookkeepers and earned the Certified Bookkeeper (CB) designation. She is a member of the National Association of Tax Preparers, American Institute of Professional Bookkeepers, and the National Society of Accountants.
She is an active member of the Hispanic Chamber of Commerce and the Del Rio Chamber of Commerce. She also serves as the Treasurer for the Texas Society of Enrolled Agents and as a Director of the San Antonio chapter of the Texas Society of Enrolled Agents.
Gilbert
CEO | MBA | RFC | CFS | RTRP| CSA | CBC
Gilbert provides quality and professional assistance in retirement planning, financial planning, investment services, life insurance, and tax planning to individuals and businesses.
Gilbert holds various licenses including a Series 6, 7, 63, 65, 22 and the Texas Life, Accident and Health Insurance license. He is a Registered Investment Advisor and has earned the Registered Financial Consultant (RFC), Certified Fund Specialist (CFS), Registered Tax Return Preparer (RTRP), Certified Senior Advisor (CSA), and Chartered Benefit Consultant (CBC) designations and continues to seek additional expertise and knowledge in varying areas of the financial industry.
He was named the Hispanic Chamber of Del Rio 2012 Businessman of the Year. He is an active member of the Del Rio Chamber of Commerce and the Del Rio Hispanic Chamber of Commerce, as well as an active member of the community having served in various positions in local civic and service organizations, including President of the Del Rio Rotary Club in 2005 and President of the Val Verde County Child Welfare Board in 2003.
Check the background of this Money Concepts financial professional on FINRA's BrokerCheck
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