About Us


To educate, empower, and enrich financial lives through personalized service, financial planning, and guidance to financial goal achievement.


Integrity. Excellence. Service. Equality. Passion.

ABOUT Victor

Victor is a native of Nashville who has lived in Houston and Dallas, Texas. His background consists of hospitality accounting management to include most accounting functions as well as non-profit accounting systems and structure. Also, Victor has several years of experience as an individual tax professional and small business bookkeeper.

He is a detail-oriented, customer service driven professional with know-how in various accounting systems also being skillful in process Improvement and Implementation resulting in increased organization and efficiency.

Victor attended Fisk University in Nashville, TN leaving shortly thereafter to pursue his dreams of starting a tax preparation service, notary and bookkeeping business.

Victor currently holds a license in Tennessee as a Real Estate Affiliate Broker and Life Insurance Producer Licenses in both Tennessee and Texas.

His passion for travel was discovered during an international travel study summer program in India’s Golden Triangle – Delhi, Agra, and Jaipur.

He enjoys playing with his pet child Maxston, reading non-fiction, curry cuisines, volunteering, spending time with friends and family. He aspires to become a cellist.