Our Qualifications Mitch Mcabee is a certified public accountant is able to provide securities and investment advisory services to his clients as well as cursory or comprehensive tax planning. The relationship between tax planning and investment advice shouldn't be taken lightly. The simple difference in taxes paid and investment yields can have a profound affect on planning, lifetime earnings, and capital preservation. By wearing the hat of a CPA as well as that of an investment advisor, the relationship is actually enhanced in the planning process.You shouldn't have to hear the words "well, I'm really not qualified to discuss that." We are.