The CPS team is comprised of individuals with strong financial planning backgrounds, including advanced degrees in accounting, taxation, business, finance, and economics. Your team will include a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), a certified public accountant (CPA), Accredited Estate Planner® and a Personal Financial Specialist™.
Our Team
PARTNERS
Nolen B. Bailey
CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner
FINANCIAL ADVISORS
BUSINESS 401(k)
ANALYSTS
ADMINISTRATORS
TAX & ACCOUNTING DIRECTORS & PARTNERS
TAX & ACCOUNTING PROFESSIONALS
TAX & ACCOUNTING ADMINISTRATORS
CPALLIANCE®
TECHNOLOGY
Ready to Get Started?
Fill out our financial questionnaire to receive a free 60 minute consultation and begin preparing for a more prosperous future.