Meet Our Team
Asset Preservation Tax & Insurance Services is an independent income tax, financial, estate planning and insurance services firm devoted to assisting our clients plan their financial future.
Our financial planning advisors, offer a wide range of financial products and services to help our clients every step of the way.
We have been assisting our valuable clients needs since February 1997. Our asset preservation advisors take a unique approach to our market and strive to be industry leaders. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind and lasting success.
- Over 20 Years of Dedicated Service
- Over $220 Million Safely Managed Client Nest Eggs
- Counseled Over 9,000 Households Statewide
Mary Mooney, Client Relations Liaison, has worked with Asset Preservation since 1997.
Michele Musselman, Office Manager, has worked with Asset Preservation since 2001.
Lisa Rogers was born in Dallas, Texas and attended Arizona State University. She received her IRS tax registration in 1998 and became an Enrolled Agent in 2012. Lisa has been associated with Asset Preservation for the past three years and serves as the go-between with the IRS and any of our taxpayers that may have tax issues.
Bob Schwarz was born in Brooklyn, New York and attended Cornell University. A combat veteran of the Korean War, Bob later received his MBA from Michigan State University and moved to Phoenix in 1955. He was IRS tax registered in 1998 and has been associated with Asset Preservation since 2005.