Fred has over 30 years of business and personal tax planning and preparation experience. Over the years, he has provided both businesses and individuals with detailed and ethical solutions to their financial and tax planning needs. In the past 25 years, Fred has been consulting in the insurance and financial services industries. He has served as an insurance company executive, as well as serving clients in identifying and fulfilling their tax, financial and insurance needs.
Fred enjoys serving a selected few businesses and individuals. A 1978 graduate of Eastern Michigan University, Fred is a CPA licensed in Texas and is a member of the Fort Worth chapter of the Texas Society of CPAs. Fred lives in Arlington with his wife Shelley and their 2 great Danes, Sophie and Bing. He also helps support Great Dane Rescue of North Texas and enjoys an occasional round of golf!
Fred says, “I love helping people. I help them create a clear picture of their desired financial future. Together we create a road map to fulfilling their dreams and desires.”