Roland Fry & Warren, LLC

Mr. Roland has an extensive background in financial management, including experience in the areas of accounting, auditing, tax planning and preparation, and investment management.  He has more than 24 years experience in public accounting and 12 years in industry.

Mr. Roland started his career right out of college with a large international accounting firm, where he received extensive auditing experience.  He also spent 9 years in the controller’s department of American General Corporation, a large Houston based insurance and financial services holding company.  While at American General, he was responsible for the group’s consolidated financial statements, the consolidated federal income tax return, and the financial portion of the company’s filings with the Securities and Exchange Commission.  Mr. Roland also spent 3 years as vice president and treasurer of a small insurance company where he was responsible for the financial management of the company as well as its investment portfolio.

Mr. Roland started his own CPA firm in 1983.  During the time since then, he has gained extensive experience in individual, corporate, partnership, trust, and estate income tax planning and preparation.  His accounting clients include retail, manufacturing, insurance agency, municipal, and nonprofit organizations.  He has extensive audit experience with nonprofit organizations, small businesses, and governmental entities.

Mr. Roland is also a Certified Financial Plannerä practitioner and is general securities licensed and life insurance licensed.  He consults with individuals regarding wealth management, retirement planning, estate planning, college funding, and investment management.