Roger Ochs

President & CEO, HD Vest

Roger Ochs is the President and CEO of H.D. Vest Financial Services (www.HDVest.com), which was founded in 1983 by a CPA seeking to serve more of his clients’ financial needs. Today, the company supports nearly 5,000 tax and accounting professionals, helping them to integrate comprehensive financial planning solutions and investment services into their practices, including securities, insurance, money management services and banking solutions.

Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Bryan Cytron

Bryan Cytron

Vice President, Cytron and Company

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA