The amount of data collected and processed within the finance sector is greater than any other industry globally and, more so, the data collected has the power to destroy lives if compromised. Financial Guardians, LLC was created as a source of education and support to help enterprises in this industry protect and safeguard their data. The team of experts has come together to create videos, education, support, documents, audits, and more to ensure that our industry remains safe and that clients feel like their information is secure.
Collectively, the team here at Financial Guardians, LLC brings decades of experience in tax, accounting, information systems, and cybersecurity. Our goal is to help ease your worry and increase your proficiency in security.
Our Executive Team
Brad D. Messner, EA, CSBA, MBA, PhD Candidate
Brad is a seasoned professional in both the technology/cybersecurity domain and tax/accounting topics. He has spent over 20 years working with global security systems encrypting and locking down millions of records across dozens of countries. He is also the third-generation owner of M & J Tax Service in Pennsylvania. He is currently a university professor dedicating his career to teaching security and data management to the future leaders of the business world as well as a nationally-recognized speaker. In July 2023, he was awarded Tax Professional of the Year by the National Association of Tax Professionals, out of a membership of over 24,000. He is also the recent recipient of a Department of Defense scholarship as he completed his PhD in Information Systems and Cybersecurity.
His passion for security and love for the financial services industry drove him to launch Financial Guardians, LLC in 2023.
Our Amazing Team of Guest Instructors
Josh Youngblood, EA, CTRS, CRETS
Josh has over 10 years of experience at The Youngblood Group working with clients of various backgrounds. Josh has a passion for IRS Representation and corporate taxation. He also has over 15 years of experience working with technology at JLY Technologies.
Jeremy Wells, EA, CPA, PhD
Jeremy has over 5 years of experience in tax preparation and accounting with an additional 5 years as a university instructor. He has a strong passion for efficiency and value-added services and is the co-host of The CPA Advisory Show.
Amber Gray-Fenner, EA, USTCP
Amber is a nationally recognized Tax Journalist and owner of Tax Therapy, LLC. She regularly contributes to Forbes and is sought after to speak on complex tax topics. She has a passion for data security and works with tax professionals regularly on security measures.
Jessica Smith, EA
Jessica is an automation expert who specializes in process engineering and driving cost-saving efficiencies for the financial services industry through her company, Workflows for Tax Pros. Jessica has 15 years of tax and representation experience.
Amy Brosnan, EA
Amy is a tax specialist and has nearly two decades of experience focusing on tax representation. She is the President of the NATP Florida Chapter and passionately continues to educate its members on security-related matters.
Our Cyber and Technology Specialists
Jake Sabatula
Cyber Analyst
Grant Beiler
Technology Analyst
Spenser Collier
Cyber Analyst
Speaking Opportunities
Sharing Ideas Beyond Our Platform
The instructors and technologists are nationally known speakers presenting on security, technology, and tax/accounting/finance topics. Having presented for organizations such as the National Association of Tax Professionals (NATP), multiple NATP and NAEA state chapters and affiliates, and multiple state-level CPA affiliations, our topics are both relevant and provide attendees quick and easy steps to improve their operation.
Our cybersecurity topics include password management, GLBA compliance, backup management, phishing and cyber attacks, identity protection, MFA, AI, digital transformation, and more. We are always open to topics suggestions and ideas as well.
Visit www.mjeducationservice.com to find out more or to schedule a speaker.