Professional Experience
- Founding member and principal in Bond Beebe Financial Advisors, LLC
- Senior principal in Bond Beebe, A Professional Corporation
- Over 30 years of experience as a financial consultant to families, trusts and business owners
Education
- Bachelors Degree in Economics, post-graduate work in accounting
- Certified Public Accountant
- Series 7 license as a Registered Securities Representative and Series 66 license as an Investment Adviser Representative
Professional Interests
- Counseling for individuals, trusts and closely held business owners in preservation of financial assets and communication of larger economic and business factors affecting financial decision making
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