About Us

 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.