MY PRO CFO ASSOCIATES
We have gathered the best of their fields and are able to bring various levels of knowledge to our clients.
With an industry that is constantly shifting and evolving, we want your business to evolve with it. Our advisors take their honed knowledge and apply it to assisting clients in making smarter decisions for their financial futures. Don’t worry, we got this.
We know you have questions, we have answers. Feel free to reach out to any of our advisors to learn more about our services and learn how we can benefit you, so you can focus on what’s important: your patients.
President & CEO
With nearly two decades of experience in the industry, Alan Conner works hard to build long term relationships with clients. With a solid background in accounting and banking, Alan has the ability to offer the professional financial services and advice you need most. He has consulted nationwide with both start-up and well established companies, to develop corporate strategies to reduce employee turnover, increase organizational efficiency and promote stakeholder satisfaction.
Jeff provides for financial planning and wealth management to My Pro CFo's clients. Previously, Jeff was a Vice President in the Private Banking and Investment Group at Merrill Lynch. He also worked at Booz Allen Hamilton and the Department of Defense. Prior to his private sector career, Jeff was a Field Artillery officer in the U.S. Army. He earned his BA from the University of Texas and MBA from the University of Maryland. Jeff is a Chartered Financial Analyst (CFA). He serves on the Board of Elders of Piedmont Church in Marietta and on the Board of Directors of CureCP, a non-profit that directly helps children with cerebral palsy by funding innovative research, clinical trials, and studies at medical institutions in the U.S.
Additionally, he is a member of the U.S. Army Ranger Association, Northeast Cobb Business Association, the Atlanta Society of Finance and Investment Professionals, and participates in other community organizations that support the special needs and veteran communities.
Accomplished professional CPA with over 20 years of accounting, finance and tax expertise spanning multiple industries across domestic and international markets for large and small companies. She earned additional certifications in QuickBooks, bookkeeping, and tax return preparation and planning in order to provide the best service to the small business owner and the self employed independent contractor.
With a strong work ethic and superior attention to detail, Tina is highly motivated to making sure her clients are well taken care of and have the tools they need to succeed in their business.