Broker Check

Team

Bridget A. McRobert, Senior Wealth Advisor, Owner Bridget has over twenty years experience working with clients’ tax needs and overall wealth management planning. She teaches continuing education classes to other investment...

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Carrie is a 1988 graduate of Ida High School and a 1993 Graduate of the University of Toledo with a Bachelors of Arts Degree. She spent several years working in the legal field specializing in taxes, estates and trusts. In 2010, she...

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Amanda is a 1997 graduate of Evergreen High School. She has over 20 years of clerical and office management experience. She will be working closely with Bridget to ensure all clients needs are met. She has three daughters and resides...

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Angela Hoag

Tax Preparer/Financial Assistant/Office Manager

260-665-7503

260-665-1028

Angi is a 1992 graduate of Defiance High School and a 1994 graduate of Northwest State Community College with an Associates degree in Accounting. She has over 20 years experience in tax preparation, payroll, bookkeeping and general...

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Emma Short

Financial Assistant/Human Resources/Tax Preparer

419-923-2331

419-923-4329

Emma has over ten years in the finance and human resources fields. She graduated from Bluffton University with a Bachelors Degree in Organizational Management. While working with our customers regarding investments, she is working...

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Hope has been a bookkeeper at Village Tax for 11 years. She received her Associate's degree from the University of Toledo and has 25 years of experience in the Accounting field in payroll & payroll taxes, bookkeeping, budgeting and...

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Jamie is originally from Hicksville, Ohio. He holds a B.B.A. (1982 Graduate) and M.B.A. (1984 Graduate) from Wilmington University in New Castle, Delaware. Jamie is a C.P.A. with over thirty five years of experience in financial...

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Sarah is a 1996 graduate of Rogers High School. She brings over 20 years of office experience which include Data Entry, Office Clerk, Office Administrator II and Office Manager. Sarah resides in Toledo with her husband & 4 children.

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Shobhana (aka Shobi) is an accounting graduate from a top university in India. After moving to US she passed her CPA in 1999 and has been working in various roles in public accounting, ever since. She holds a CPA license and enjoys...

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