Brad Bates, MBA, AIF®

bbates@riversidesecurities.com
(210) 417-4445 (office)

Brad has more than 25 years of business and income tax experience and is a graduate of Wayland Baptist University where he earned both his Bachelor of Science in Occupational Education and Master of Business Administration. He also holds a Master of Security Analysis and Portfolio Management from Creighton University.

Brad also has his Financial Industry National Regulatory Authority (FINRA) Series 4, 7, 24, 53 and 66 securities licenses, as well as his Texas Group 1 insurance license. He is currently licensed to conduct business in AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA and WI.

In addition to professionally serving the community, he was an instructor at Wayland Baptist University where he taught undergraduate finance and management courses.

Paul comes from a family of tax professionals and brings over 30 years of experience to the Riverside Consulting team. Over the years Paul has learned the value in planning for the best tax outcome for clients, and treats each tax return as the unique document that it is. Paul and Brad have worked together in the income tax industry since 1999 and look forward to helping you with your income tax needs.

Greg Schroen, MBA, RTRP, AFSP, CFF®

GSchroen@riversidesecurities.com

215 N. Center Street, Suite 1908                                                                                            San Antonio, TX 78202

(512) 255-0395 (Austin Office)
(210) 354-3590 (San Antonio Office)

For over 28years, Greg Schroen has been helping people with tax planning, tax preparation and tax strategies. He is knowledgeable, experienced, capable, caring and discreet.

      ♦ B.S. (Finance) and an M.B.A. from the University of Connecticut
      ♦ 43 years of overall financial experience
      ♦ 28 years of experience in professional tax return preparation
      ♦ 21 years of experience as a licensed investment professional
      ♦ 15 years of experience in corporate finance
      ♦ 20 year member of N.S.A., the National Society of Accountants
      ♦ 17 year member of N.A.T.P., the National Association of Tax Professionals
      ♦ Obtained the R.T.R.P., Registered Tax Return Preparer certification designation with the IRS in 2011
      ♦ Obtained the A.F.S.P., Annual Filing Season Program designation every year with the     IRS
      ♦ Top-of-the-line tax software is utilized for dealing with complex issues, compliance, accuracy and data security

As a dedicated financial professional, Greg participates in various independent professional associations that require adherence to professional codes of ethics and a commitment to continuing professional education devoting time and effort to educational seminars. Greg has served as a president of the Austin Chapter of the National Association of Accountants, a board member of a Municipal Utility District for over 20 years, and has volunteered on the audit committee of a national non-profit professional association for over 10 years.

Prior to becoming an independent financial and tax professional, Greg worked in the corporate world for over 15 years, holding titles such as accounting supervisor, senior financial analyst, and senior systems analyst. His former employers include Dell, Motorola and Texas Instruments.

Greg has lived in seven cities, worked in three states, and has traveled for work assignments in eight foreign countries.