BACKGROUND

Since 1982 we have been providing quality, personalized financial guidance to local individuals and businesses. Our expertise is in income tax and wealth management. Our wealth management focus is on retirement planning both in the accumulation phase and distribution phase.

OUR MISSION

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Doug Rader, CPA, PLLC is dedicated to meeting these goals with high standards of excellence and professionalism.

OUR INVESTMENT TEAM

Doug is a registered representative with Geneos Wealth Management. Securities and advisory services are offered through Geneos Wealth Mangagement, Inc., member FINRA/SIPC.

Staff Profiles

Doug Rader, CPA, CFP
Phone: (928) 778-3700
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Specializing in taxes and wealth management

Sharon Bell
Phone: (928) 778-3700
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Administrative assistant