Robert Spencer, CPA
With over 25 years of financial services industry experience, Robert has a true passion for the business that translates into the tenacity and positive attitude on which his clients rely. Recognizing that finding the right solution is the most important ingredient in a client’s success, his strength is in his ability to understand their needs and deliver appropriate services to make a real difference.
Prior to starting ENSO Accounting, Robert spent the previous ten years building his career in the investment industry. Working at a large regional bank, Robert led business process improvements for delivering the appropriate investment and retirement solutions to individuals and business clients. He also spent several years performing business valuation and integration activities. Robert has spoken at industry conferences on various topics related to customer relationship management. Prior to his financial services experience Robert worked at a public accounting firm completing audit, review and compilation services as well as a variety of tax returns.
Robert earned his BS from Towson University. He is a licensed Life & Health Insurance Producer, Certified Public Accountant (CPA) and a Registered IRS Tax Preparer.
Starting ENSO Accounting presents an excellent opportunity to enable Robert to expand upon his extensive knowledge and experience to provide clients a more holistic approach to meeting their financial needs.
Joseph Simms, Partner
Joseph T. Simms is a founding partner of SKRFINANCIAL, an independent holistic financial services firm. After a career in corporate risk management, security and business development, Joe entered the financial field in early 2013. He quickly arrived at the realization that in order to provide unbiased value to clients, he would need to create a firm independent of any one company and free of imposed sales pressures, a firm with a holistic approach to financial matters and at its core an ethos of simply doing the right thing. This vision came to fruition with the creation of SKRFINANCIAL in the spring of 2014.
Prior to entering into the financial arena Joseph founded the company Gianella-Simms Enterprises that represented a US-based heavy equipment manufacturer in Peru in the highly contested urban transit sector. The mission of the company was to gain a foothold in the market through the creation of local business alliances and establishing relationships with both local and US lenders to finance the renovation of the oldest urban transportation fleet in South America.
Before the creation of Gianella-Simms Enterprises Joe worked with Carl M. Freeman Associates, Inc., as the Asset Risk Manager where he was tasked with developing, implementing and managing the Corporate Risk Management Program to include safety, security and continuity of business operation programs.
Joe also served as the Facility Security Officer for The Aerospace Corporation, a nonprofit corporation that operates a federally funded research and development center. The mission of the corporation within the National Security Space community is to assist the government and other customers in the conception, design, acquisition and operation of space systems. Joe was responsible for overseeing the physical security, government security, and continuity of business operations programs for the Rosslyn facility and its satellite offices.
Joe was born in Frankfurt Germany and grew up in Europe, Asia and Southwest Asia. He is proud to have honorably served The United States of America and participated in both Operation Desert Shield and Desert Storm. Semper Fidelis! Joe graduated from George Mason University with a B.S. in Recreation Resource Management. He is a certified Executive Protection Specialist and has attended courses through The Centre for Counterintelligence and Security Studies, the Defense Security Service, and BSR, Inc., a leading center for advanced driver training.
Joe holds a Life & Health License and has successfully completed his Series 6 and 63.
Charles L. Reese, Partner, LUTCF
Charles Reese is an Insurance Professional and Registered Representative. He has more than 35 years of practical experience, servicing both personal and business clients.
After serving his country in the Navy for six years; Charles began his professional career in 1979 entering the Insurance Industry. This is where he soon realized that his true passion was helping clients holistically manage their risks with proper planning. As one of their trusted advisors; Charles has helped countless clients pursue their goals.
Charles is licensed in Property and Casualty; Life and Health; and Series 6. He is also a Resident Insurance Advisor and a Tax Professional. Charles is a member of the National Association of Life Underwriters where he holds the LUTCF designation.
In his spare time, Charles enjoys volunteering with the Special Olympics and organizing charity motorcycle rides for Better Bed Rest and Hoagie’s Heroes. An avid motorcyclist and skier, he enjoys road trips with his wife of 32 years, Lucy, and spending time with their two beautiful daughters.