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Meet Our Team

Committed to Serving Your Financial Planning Needs

Fence Financial LLC is established in the legacy of K & R Tax and Financial Service, a family business founded in 1974 by Karen and Roger Fence. Since that time, we have helped thousands of clients navigate the complexities of income tax preparation and financial planning.

The Fence Financial Difference

Experience You Can Trust

Our seasoned professionals bring over 30 years of invaluable experience to the table, providing informed, strategic advice that only time-tested professionals can offer.

Family Run Business

We are family and we treat all of our clients like family, build lasting relationships with them through quality service.

Comprehensive Services

Think of us as your one-stop financial shop. From asset management to well-thought-out retirement planning, our services meet all your financial needs.

Meet Our Team

William Fence

William Fence

CEO, Wealth Strategist

Maureen  Castor

Maureen Castor

Office Manager

Jennifer  Singh

Jennifer Singh

Platinum Client Services

William Fence Jr.

William Fence Jr.

Associate Tax Preparer

Have A Question? Talk With An Advisor Today.

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