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About Us

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Stephen Coffee is a Certified Public Accountant (CPA) / Personal Financial Specialist (PFS) residing in the Dallas/Fort Worth Metroplex.  He went to TCU where he obtained both his Bachelor's and Master's Degrees in Accounting.  After finishing his Master's Degree, Stephen worked for one of the Big 4 specializing in the firm's audit practice.  He then went on to work for a local CPA firm in the DFW area where he continued to work in the audit field.  It was here Stephen began to work with small to medium sized businesses where he discovered his interest and passion in helping business owners and company personnel. 
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