MBA, EA, CFP®, CLU®
A. Rhodes Wilson is a successful businessman with more than 30 years experience in management positions requiring creative thinking, detailed planning and faultless execution.
Rhodes is a graduate of the US Miltary Academy at West Point. He served as an Army officer for 21 years (seven on Active Duty and 14 in the National Guard). After leaving active duty he earned an MBA from the University of South Dakota and joined the world of business. In 1989 he left the corporate world to start his own tax preparation firm.
Since inception, A. Rhodes Wilson & Associates, Inc. has grown and developed as Rhodes identified and addressed his clients’ needs. He became an IRS Enrolled Agent, which requires detailed knowledge of the tax code and its continual changes, and qualifies him to represent clients before the IRS. He obtained various Securities and Insurance licenses
to provide his tax clients with sound investment advice. Rhodes currently holds Series 7 and Series 63 licenses with FINRA, maintains Securities Licenses in 18 states and Insurance Licenses in 12 states.
Rhodes is a Certified Financial Planner® practitioner. He holds membership in Pennsylvania Society of Tax and Accounting Professionals, National Association of Enrolled Agents and Bucks County Estate Planning Council. These associations allow Rhodes to stay current with changes in tax law and investment regulations to better help his clients make decisions about their financial future.
Nyle holds a BA in Education from Bloomsburg University and taught at the elementary level prior to entering the financial services field. He owned and operated his own insurance agency for 7 years and now has 15 years of industry experience. Along with managing his book of business, Nyle currently works as a mentor and trainer, helping develop financial service representatives of all levels.
In his free time, he enjoys driving his racecar, golfing and spending time with his wife and 3 daughters.
Jason graduated from West Chester University with a bachelor’s degree in Finance and Accounting. During his time at West Chester, Jason was a major contributor to the creation and implementation of the school’s Investment Club, serving as a portfolio manager. He utilized his leadership skills and financial knowledge to plan meetings and ensure the fund met its goals and deadlines. Jason interned with A. Rhodes Wilson & Associates, Inc. during his college years and a mid-sized accounting firm for their 2016 tax season.
Jason joined A. Rhodes Wilson & Associates, Inc. after graduation, preparing tax returns and assisting with financial planning. In 2018 he became an IRS Enrolled Agent, which allows him to represent clients before the IRS. Jason is studying to obtain investment and insurance licenses and plans to become a Certified Financial Planner® practitioner.
Jason enjoys following the financial markets, the economy, and the political landscape’s implication on financial markets and tax law. He takes pleasure in assisting others and decided his skills and interests could be best utilized in the financial and tax industry.
Cindi was born to be the ultimate business assistant! She loves dealing with the countless details of running a financial office. Her goal is to ensure clients and visitors have a positive experience every time they contact our office.
Cindi is also the person who shepherds account paperwork through the system until each action is complete. She holds FINRA Series 6 and Series 63 licenses, and a PA insurance license. These, along with an Associate Degree in Business from Lansdale School of Business, her background in tax preparation, and experience with real estate management, contribute to her management of the daily operations of A. Rhodes Wilson & Associates, Inc.
Kathy joined the staff of A. Rhodes Wilson & Associates, Inc. in October of 2017 as our Receptionist / Administrative Assistant. She has 25 years’ experience in office administration, as well as a background in payroll, employee benefits and accounting. Kathy brings a lot of enthusiasm to the office and enjoys the opportunity to meet and converse with our clients. Outside of the office Kathy enjoys gardening, socializing and spending time with the grandkids.
Open intern Position
A. Rhodes Wilson & Associates, Inc. is always looking for talented people
Rhodes strongly believes in mentoring young people and has employed many college students over the years. Two of these interns have transitioned to full-time employment with our firm – one of them for over 20 years.