Reuben Lewis IV
Reuben Lewis IV is a results-driven and client focused financial services professional with 23 years of value adding contributions. Reuben is known as an influential leader with a special talent for building both cooperative and productive working relationships with clients, team members, and advisors.
While working with clients as a financial planner, Reuben recognized a need for strategic and comprehensive tax planning. Currently, Reuben utilizes his skills and passion for the industry as President of National Financial Planning Group. In this position, Reuben provides focused personal and business consulting, and is building a team that will help others grow as professionals and entrepreneurs.
Wanda Rosemond serves as the Operations Manager at National Financial Planning Group. A graduate of Spelman College with a degree in Mathematics, Wanda brings over 30 years' experience in accounting, finance, and small business development. Wanda began her career as a finance manager/comptroller in the automobile rental industry and spent eight years as an insurance and investment advisor. At National Financial Planning Group, Wanda oversees client engagement and onboarding, marketing, and office management. Wanda provides direction in business development and serves as the liaison between NFPG and our partner companies.
Wanda is an active member of her church, community, and sorority. In her spare time, she enjoys cooking, reading, entertaining, and travelling.
CPA, Tax Manager
Krishna Tejani is a bookkeeping and tax professional with experience in both public and private accounting industries. She started her career at a Big 4 accounting firm where she worked for 3 years in the audit practice and then moved to an accounting manager position at a communications software company.
Krishna attended Binghamton University where she graduated with a bachelor’s degree in accounting and minors in finance and management information systems. She obtained her CPA license in 2017 and brings to National Financial Group her expertise in strategic tax planning.
Krishna recently moved to the metro-Atlanta area from her hometown in New Jersey. In her free time, she likes to work with her husband on renovating their house. She also enjoys doing jigsaw puzzles, traveling and a good Netflix binge.
Shawnné is a finance and accounting professional from Columbus, Ohio with over 20 years of diversified experience. She completed her undergraduate work in Accounting at Kentucky State University, before earning her Master of Business Administration degree from the University of Kentucky. After graduation, Shawnné relocated to Detroit, Michigan where she began her financial career with Ford Motor Company as a Financial Analyst. After the turn of the automotive industry, Shawnné worked in the non-profit sector for several years, bringing her corporate business acumen to a large religious organization as a Quality Control Analyst.
Shawnné brings to National Financial Planning Group well developed skills in budgeting, forecasting, financial analysis, A/P, A/R, Bookkeeping and customer service. In her spare time, Shawnné loves spending time with her husband, family and friends, cooking and dining out, and is a bona-fide sports fanatic and her first love is track & field.
Marlyn Morles has a passion for helping small business owners and individuals to manage their financial well-being. Marlyn provides clients with professionalism, responsiveness, and peace of mind due to her solid Accounting and Tax background. Coming from a hard-working family in Venezuela, Marlyn arrived in the U.S. with the dream to work in the Accounting Field. She currently holds a MACC from Mercer University, a Master in Science of Accounting from Strayer University, and a Bachelor's Degree in Corporate Communications.
Marlyn began her career at a petroleum company in Venezuela and she adds value to every project that she reaches As a staff bookkeeper, Marlyn also oversees the ancillary offerings of the firm. On a personal note, Marlyn likes to spend time with her family and friends.
Mark Schwartz is the Tax Specialist with National Financial Planning Group.Mark has been an accountant for over thirty years, having started with his uncle’s CPA firm while still in high school.
Mark holds an accounting degree and an MBA from Suffolk University. Further, he earned a music education degree from Berklee College of Music and attended Brandeis University as a pre-law student with concentrations in political science and economics.
Mark began his career in his native Boston, MS in public accounting, and has also worked as an underwriter and retirement program administrator. Shortly after moving to Arizona, Mark began his own accounting firm which eventually merged with a larger organization. He now serves as one of the senior managers, overseeing tax research and representations before various governmental authorities.
As the son of a former physical fitness educator, Mark has always been an avid sports enthusiast. He attended Brandeis University on a baseball scholarship and went on to a brief career in the minor leagues. In addition to his business and sports backgrounds, Mark has always been an avid musician. He has been playing trumpet, since he was seven and has sung in several amateur opera productions.