Carlos W. Jones Jr., EA

Managing Principal

The establishing of this firm in 2019 started by a passion for numbers and purpose for assisting clients with their financial needs.  Carlos received a B.S. in Business Administration from the University of South Alabama in 2010.  He furthered his knowledge through The University of Alabama at Birmingham, by way of the professional accounting program in 2018. He is a member of the National Association of Black Accountants and licensed enrolled agent. Carlos is a licensed insurance producer and adds more value to his clients by providing insurance services. His professionalism has been a key contributor to growing success.  Outside of work, Carlos enjoys spending time with family and friends, traveling and sports.

Ashley attended Alabama A&M University. She brings over 4 years of administrative experience and assists with daily operations. Her professionalism and work ethic is an asset to the business.