Robert is a Principle centered leader with over 35 years of international experience in the tax services industry along with consumer financial services, business services, and crowdfunding. Robert spent most of his career at H&R Block Inc. in the U.S. and Canada, most recently as President of H&R Block Canada, where he achieved record growth in clients and net profit. In addition, the COO of Asurvest, and the V.P. of Operations at Liberty Tax.

Todd Swicegood got his start in the financial services industry as an advisor with a national brokerage firm in 1986, and has spent 30 years as a stockbroker and insurance agent. This led Todd to launch SUNUP Insurance Services, Inc. After earning his degree in Business Administration from Barton College. Todd received a post-graduate degree from the Wharton Business School at the University of Pennsylvania.