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Ronald F. Stevenson

President and Author

Ronald Stevenson is an Investment Advisor, consultant and lecturer. Since 2003, he has advised individuals throughout Arizona in the areas of investment, retirement, insurance and estate strategies. Ron is a financial advisor and the President and Funder of American Financial Investments LLC located in Prescott, Arizona. American Financial Security specializes in Investment Analysis for optimal wealth accumulation, Estate Planning, Strategic Asset Preservation, Life Insurance Strategies, Retirement Income Planning as well as College Planning. He spent 8 years as President and Owner of American Advertising Distributors of Central California. In addition, Ron had a successful 14 year career with Pfizer/ Coty US, with various positions to include National Account Executive and Manager. Professional associations include: CSA, CCA, Top of the Table Million Dollar Round Table, Advisor with College Planning Solutions, Regional Director; American College Foundation, member of the National Ethics Association, and an A+ accredited business with the Better Business Bureau.

Ron resides in the Prescott area with his wife Barbara who is his partner and co-owner of American Financial Security, as well as a Tax Advisor and Business Consultant. We are active in community, church, family, various charities, caring for and riding our horses, golfing, scuba diving, hiking in the national forests around Prescott, birding, and many other inspiring activities. We have an adult daughter and her family that includes two grandsons. We are thrilled to live in such a beautiful area where we enjoy the outdoors with our two dogs.

 

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Barbara Clark Stevenson

Master Tax Advisor, Business & Management Consultant, Author

Barbara joined American Financial Security with her tax and consulting expertise in December 2013. Since 2003, Barbara had been the Business Services Director, Tax specialist, Certified Master Instructor (CMI) for H&R Block in Prescott, AZ. Her practice focused in several areas that included tax preparation for both personal and corporate/business returns as well as payroll. She also served for many years on the prestigious HR Block President’s Field Tax Advisory Council (PFTAC/CAC) to represent franchise needs at the corporate level. With her command of the tax and business services business she was the selected to lead the corporate training video – “Advanced Interview Techniques”. She established Business Services locally with consistent year over year growth, and was selected by HR Block for their national video re: Business Services; “Getting started and building your business”. Barbara for several years also led annual upper level corporate training called “Skills for Success”. She is known by many individuals and companies for successful mediation with both the IRS and various State Revenue Departments.

Barbara has over 35 years of National and Global corporate management consulting experience. She spent four years with Oracle as Senior Practice Director for America’s and Worldwide Consulting. She built successful management consulting in 13 countries. Her career also includes 14 years with EDS that included Director of Organizational Development of worldwide manufacturing, Lead Architect of the Corporate Leadership Design Lab, Director of Corporate Communications and Marketing Support Manger of Commercial Insurance. Professional designations include: BA from UNI and Cornell College. Graduate of MIT’s Learning Lab, Fellow of the Life Management Institute (FLMI), Tax Advisor with annual emphasis on businesses, investments and real estate.

Barbara resides in the Prescott area with her husband Ron. She has a long history of integrity, ethics, leadership and teamwork, reflected in positive and productive personal and business relationships. She loves her horses, is an avid golfer, enjoy home remodeling/interior decorating projects, always in the company of our beloved dogs.

 

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Mary St. Germain

Tax Professional and Certified Bookkeeper

For the past eight years, Mary has prepared and filed tax returns for individual and business clients, as well as provided full charge bookkeeping, accounting and payroll services. She spent over twenty years as a Project Manager for the telecommunications industry, managing projects for such Silicon Valley giants as Apple, Hewlett Packard, Intel and Intuit. Since embarking on her new career, Mary has become a Registered Tax Return Preparer with the IRS, certified as a Senior Tax Advisor with H&R Block and become a Certified Bookkeeper through the American Institute of Professional Bookkeepers.

Mary and her husband Jim moved to Prescott in 2005 with their two daughters, one a recent college graduate, and one currently attending college. Her extended family includes two stepdaughters, seven grandchildren, a dog and two cats. Mary and Jim enjoy traveling, hiking, music and spending time with family and friends.

 

sharonSharon K. Allison

Tax Professional / Administrative Assistant

Sharon recently joined the American Financial Security Team after managing a local auto title loan company for the past two years.  She worked with both Barbara and Mary at H&R Block for eight years as a Client Services Professional.  In 2013, she completed the H&R Block Tax Course and became a certified tax preparer.  She then went on to manage the Prescott and Chino Valley offices.  Sharon’s tax office knowledge, management skills and commitment to customer service are a welcome addition to AFS.

Sharon moved to Prescott in 1997 with four of her five children. She enjoys visiting and spending time with them and her 13 grandchildren in Prescott, Phoenix, Tucson and recently Colorado.  Her hobbies include writing poetry, playing cards with her sisters and mom, and gardening.