We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Alan Hagopian and Kris Gibson take a team approach to both taxes and investing. Our clients appreciate having people who they can sit across a desk from and guide them through complicated money related issues. We want to be your resource for all things money! We offer our clients a broad base of knowledge, and the willingness to educate our clients and explain things in a way that makes sense. Communication and trust are key to creating a relationship and helping you to have confidence about your money and your financial future.
We are both tax preparers. Alan is an Enrolled Agent with the IRS (EA). Kris holds the designation of Chartered Financial Planner ChFC®. Although local and personal, we are nationally connected.
We offer a wide range of products to meet your needs.
Kris brings a strong business background and a desire to teach others to create a successful financial picture for their lives.
She is a graduate of the University of Florida, where she met her husband, Mike. They have been married for 32 years and have two adult children.
