ABOUT

Kevin A Marshall, CPA

Vice President

Kevin is a successful and unique entrepreneur. He brings both an entrepreneurial spirit and a CPA’s financial acumen to each client situation. This ensures that the innovative solutions he brings to clients are also rooted in strong financial returns.

Professionally, Kevin has been a practicing CPA for over 30 years. He owns a virtual CPA firm that serves clients across the country. They specialize in the difficult; specifically turning around dire financial situations with unique financing, tax mitigation, and business planning solutions.

As an entrepreneur, Kevin has started and sold several businesses. He started a Bed & Breakfast in Connecticut that became one of the top grossing B&B’s in New England. Kevin profitably sold that business before his last relocation to Tucson AZ, where he wisely went virtual with his CPA and funding business.

Kevin’s awards include Money Magazine – People to Watch and Hartford Business Journal – 40 Under 40. Kevin actively volunteers with Make Way for Books and the Tucson Rotary, and has lent his expertise as Treasurer to numerous non-profit organizations.

The Dream Team

MIKE BARATTA

CLU ChFC CAP

BRADLEY WHITE

Director of Technology

MIKE RUIZ

Director Of International Affairs

Great things in business are never done by one person. They’re done by a team of people.

- Steve Jobs