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Who We Are

We are dedicated to providing personalized and expert financial services to our clients in Southern Illinois and the St. Louis metropolitan area. Our team members bring diverse backgrounds and specialized knowledge, ensuring that we can meet your unique needs.

We pride ourselves on our commitment to building strong, lasting relationships and offering reliable guidance. Learn more about how our expertise can help you achieve your financial goals.

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President

Brian Obregon, EA

(618) 281-9700

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Tax Manager

Josh Obregon, CPA

(618) 281-9700

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Senior Accountant

Jordan Francis

(618) 281-9700

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Accounting Assistant

Suzanne Obregon

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Junior Accountant

Kerri Moss

(618) 281-9700

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Join Our Team

Feel free to reach out to our team to learn more about any
positions we are currently hiring for.

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