May 14, 2020 - Financial Services Webinar BDFS Webinar - 05.14.20 | Page 2

PRESENTERS George Sparks, CPA/PFS Director/Owner George has more than 29 years of experience in public accounting. As a Personal Financial Specialist (PFS), George has met the financial planning requirements established by the AICPA and can address his clients’ comprehensive financial planning needs with an in-depth understanding of the tax implications as well as optimized investment strategies. Tom Barrett Chief Investment Officer for Biechele Royce Advisors Tom serves as the head of the firm’s investment committee and oversees the portfolio management process from asset classes to individual securities. He also reviews and implements strategies to add value by making taxable client's accounts more tax efficient. 2