Licensed CPA/PFS and Owner
Rhen Stevens holds a CPA (Certified Public Accountant) license as well as a PFS (Personal Financial Specialist) license allowing him to serve clients both as a tax professional and financial advisor. Since Rhen began tax planning and advising clients on financial matters in 2011 his goal has been to maximize the client’s net worth. A CPA firm and asset management company are only as successful as their clients. Rhen’s focus is to always take care of the client first.