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.
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