James Schepers, AGT - Wells Fargo Advisors

Darby Overseas Investments is a subsidiary of Franklin Resources, a global investment management organization. It manages investments and provides pension plans for individuals, institutions, trusts and partnership firms. Franklin Resources offers a variety of products and services, including college plans, education savings accounts, charitable giving funds and tax-related information service. The company has various account services, such as electronic fund transfers and automatic investment and systematic withdrawal plans. Its other investment options include tax-free, founding, growth, and real and total return funds. Franklin Resources also offers global and domestic account-related products and services for high net worth individual and institutional clients. The company provides investment solutions and services under several brand names, including Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust and Darby Overseas. Darby Overseas Investments maintains a location in Washington, D.C.

MPOWER Financing provides student loans to high-potential international and domestic students in the U.S.

SpecialtiesFor over three decades, Alan S. Helfer, CPA and his professional team have provided advisory, tax and accounting services to privately held businesses, individuals, and non-profit organizations throughout the United States and abroad. We deliver sophisticated solutions, innovative thinking, international capabilities, and highly personalized services our clients require to navigate the complexities of their financial worlds, not only for today, but for tomorrow. Our solutions are holistic - integrating individual, business, fiduciary, estate and gifts, to preserve assets and minimize taxes.