Meet the Team

Management Team
Planning Professionals
Tax Professionals
Business Development

Management Team

Robert F. Keats

Master of Science in Financial Planning
CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)
Registered Financial Planner (Canada)
NAPFA - Registered Financial Advisor

Dale A. Walters

Certified Public Accountant
Personal Financial Specialist
CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)
NAPFA - Registered Financial Advisor

Wayne A. Tibbetts

Certified Public Accountant
Master of Science in Taxation
Master of Business Administration in Accounting

David H. Levine

Chartered Accountant
Certified Public Accountant

Jon A. Schade

Certified Public Accountant

Peter M. Eickelberg

CHARTERED FINANCIAL ANALYST®
Master of Arts

Sally A. Taylor

Master of Science in Financial Planning
Certified Public Accountant
Personal Financial Specialist
CERTIFIED FINANCIAL PLANNER™ (U.S.)

Planning Professionals

J. Bradford Flecke

CERTIFIED FINANCIAL PLANNER™ (U.S.)
Attorney

Claudia S. Freeman

CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)
Master of Business Administration
Certified Retirement Counselor (U.S.)

Virginia E. Dhondt

CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)

John E. Rice

CHARTERED FINANCIAL ANALYST®
CERTIFIED FINANCIAL PLANNER™ (U.S.)
Master of Business Administration

Bryant E. Andrus

Tax Professionals

Linda S. Field

Certified Public Accountant

Business Development

Jacques Raymond

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The Border Guide

10th Edition

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.