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Building Bridges of Financial Success

A Comprehensive Approach to Finance, Taxes, Accounting & Bookkeeping

Potential Clients

We create strategies that are tailored to you.

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Existing Clients

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"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Custom plans for every stage of life, Personally & Professinally.

Wherever you go, we'll go there with you.

Story & History

Story & History

We are dedicated to providing an array of financial and accounting services to our clients- any need they have in that realm is met. Simply put, we strive to be our client’s trusted advisor.

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Values & Philosophy

Values & Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

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Mission & Services

Mission & Services

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Meet Our Team

We are proud to offer deep and vast financial and accounting expertise from multiple locations in the Tampa Bay area as well as the ability to service clients nationwide.  

Bill Brooke

Bill Brooke

Advisor / Founder

727-498-6414

727-498-6412

Kristine Bigelow, CPA®

Kristine Bigelow, CPA®

Certified Public Accountant

727-230-9000

727-466-4182

Sierra Sims

Sierra Sims

Tax & Accounting Strategist

727-230-9000

727-466-4182

Marty Newlon

Marty Newlon

General Client Services

727-498-6414

727-498-6412

Durene  Scott

Durene Scott

Financial Operations

727-230-9000

727-466-4182

Faith Self

Administrative Assistant

Kyle Brooke

Financial Operations

727-498-6414

727-498-6412

Shane  Brooke

Shane Brooke

Administrative Assistant

727-498-6414

727-498-6412

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