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About Us
Ro Bourne
Ro Bourne's journey is a testament to her unwavering commitment and passion for excellence in the field of financial management and taxation. With a solid foundation in Business Administration, Ro has not only honed her skills through rigorous academic pursuits but also through practical, hands-on experience. Her service in the U.S. Navy instilled in her a unique set of values and skills that she seamlessly integrates into her professional life, setting her apart from her peers. Dedication, trustworthiness, and honesty are not just words to Ro; they are principles that guide her every interaction with her clients. Her proactive approach to staying ahead of the curve through continuous education and compliance with IRS training reflects her dedication to her craft. As she embarks on the next phase of her academic journey at Yale University, Ro is poised to elevate her expertise even further with the Certified Private Wealth Advisor designation. This pursuit of knowledge underscores her commitment to providing unparalleled service to her clients, ensuring that they receive the most informed and ethical financial & tax advice. Ro's story is one of relentless pursuit of knowledge, a deep-seated love for numbers, and a profound respect for the trust her clients place in her. It's a narrative that inspires confidence and trust, assuring clients that their financial well-being is in capable and dedicated hands. Ro Bourne is not just a finance and tax professional; she is a beacon of trust and expertise in a complex field, continually striving to be the best in service to those she serves.
peter bourne
Peter Bourne's path is one discipline and sacrifice that requires the value of continuous personal and professional development. His twenty-year tenure in the U.S. Navy is marked by numerous awards and certifications, reflecting a commitment to excellence and a mastery of diverse skills. Upon retiring, Peter's pursuit of knowledge led him to the Sift Institute, where he delved into the complexities of the stock market through the Trading Analysis Program. This experience ignited a passion for finance, prompting him to further his education with a Bachelor's degree in Technical Management. His military discipline, combined with his financial acumen, positions him as a unique asset in the realms of stock market analysis, cryptocurrency, and broader financial management. Currently, Peter is expanding his expertise by working towards a Certified Financial Planner designation at the University of Georgia, demonstrating his dedication to providing informed and strategic financial guidance. His story is an inspiring example of how a solid foundation in one field can be leveraged to excel in another, and how lifelong learning can open new doors to opportunities and growth. Peter Bourne embodies the spirit of adaptability and the pursuit of knowledge, qualities that are invaluable in today's ever-evolving financial landscape.