About Us

Growing up in the CSRA, I learned from my parents the value of hard work. An old saying my Dad shared with me is what guides me both professionally and personally. “The right thing is always the right thing.” I still today let that be my compass.

I have been in the business of helping families with their financial needs for over 21 years. The Boggs Group combines all the people who impact you the most when dealing with your retirement and investments. The two people who must communicate are your Financial Advisor and your Tax Advisor. We have designed a firm and put the professionals together that can help you to avoid costly mistakes. We have Insurance Professionals, Tax Professionals and a CPA with 15 plus years experience in tax preparation and advisement, along with an Investment Advisor Representative to service your stock and Mutual Fund Portfolios.

Our mission at The Boggs Group is to develop and nurture great customer relationships by providing value added products and services to our customers.

My wife, Shirley, and I have been married for 43 years; we have lived in the CSRA all our lives and are active in the community. We have a daughter who is a 3rd grade teacher, a son who is a Medical IT Software Engineer, a 15-year-old granddaughter, a 10-year- old granddaughter, a 3-year old granddaughter, and a new grandson that was born in July 2020.

I look forward to learning more about you and your family and how I can help you.