Bobby joined Darnall, Sikes and Frederick in 2011 and currently serves on the firm’s Tax Committee. Bobby has extensive experience in the areas of individual and business taxation, multistate taxation, business valuation, and retirement plan auditing. He works with professionals and business owners in a variety of ways to assist in all aspects of a client’s business.
After graduating from Louisiana State University in 2010 with a Bachelor of Science in Accounting and in 2011 with a Master of Science in Accounting, he earned his CPA license in April of 2013 and is a member of both the American Institute of Certified Public Accountants and the Society of Louisiana Certified Public Accountants. He is a Certified Valuation Analyst (CVA) with the National Association of Certified Valuation Analysts, a designation that indicates a high level of expertise and experience in business valuation. Bobby has also passed the FINRA Series 7 and Series 66 exams and is a registered representative of Avantax Investment ServicesSM.
As a CPA/PFS, CFP®, CVA and a Financial Advisor, Bobby views the big picture as it relates to long-term financial success and uses his knowledge to help clients reach their goals.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.