Brian is a finance, investment and tax professional that has served as a consultant to ultra high net worth families and small businesses across the country for the past two decades. The qualified training, years of experiences and his own entrepreneurial endeavors, allow Brian to successfully act as an out-sourced CEO/CFO for single or multi estate groups and small businesses across the United States. With a diverse skill set in income, gift and estate tax planning; investment, liquidity and cash flow analysis; information brokering; education of family members, strategic planning, financial analysis & modeling, forecasting & budgeting, and business operations, he is able to positively impact Clients in both their personal and business lives through the design, implementation and management of effective strategies. In recent years he has worked extensively with high net worth families with collective assets totaling in excess of $3 Billion while also serving as CFO for several small businesses in diverse industries.
Anthony Bird, CPA Founding Member
For more than 25 years, Anthony has worked with high net worth individuals and owners of closely held businesses.He has worked with families listed in the Forbes 400 list as well as start up entrepreneurs.He has worked alongside many of the most revered legal, tax and financial advisors in the country.He has also been an owner - operator of a closely held family business that sold for a considerable profit where he was afforded the opportunity to put his own advice to work and enjoy the profitable results that good planning and dedicated execution produce.Whether working with affluent patriarchs on estate planning and asset protection or with closely held businesses on business strategy, risk management and financial controls, the objectives have always been the same.Anthony continuously strives to reduce the taxes and financial risks his clients face while increasing their financial worth and simplifying their personal and business lives.Anthony is a CPA licensed by the Texas State Board of Public Accountancy and makes his home in Southlake, Texas. He is also a member of the AICPA Family Office Group.
Marina is an accounting/finance professional whose financial acumen extends to such industries as High Tech, Banking, Manufacturing, and Health Care. She graduated with B.A in Accountancy from the University of Notre Dame. She obtained her Certificate of Public Accountancy in Illinois while working for Pricewaterhouse Coopers LLP. She worked as finance manager at AT&T and then returned to Deloitte in the capacity of Management/Audit consulting
Denise is an accounting and finance professional with over 25 years of experience.After graduating from Baylor University in 1988 she received a Certificate of Public Accountancy from the State of Texas in 1989.Prior to joining F2, Denise was the Director of Finance for a multi-national exhibition production company and has extensive experience serving as treasurer for several non-profit entities.
Brian has over 20 years of experience filling various financial and management roles for families and both private and public companies.His specialty has been absorbing large amounts of data and creating models used to identify financial weaknesses and opportunities as well as educate clients using these customized tools.Although analytical by nature, Brian has also owned, operated and sold several businesses.Brian utilizes experience from all sides of business in order to help individuals and businesses locate often overlooked pitfalls or opportunities to maximize wealth.