Robert F. Cruise, EA

President

As the President of C&A Financial, Rob Cruise is the heart behind the firm's founding vision. When he opened a one-room office in 1991, he set out to build more than a tax, business, and financial services practice; he wanted to create a place where individuals and business owners could find clarity, confidence, and a truly personalized approach to their financial lives.

As an Enrolled Agent with full rights to represent taxpayers before the IRS, Rob has become a trusted advocate for clients navigating everything from routine audits to complex tax court cases. His extensive credentials—spanning FINRA securities registrations (Series 6, 7, 63, and 66) and insurance licenses—reflect his deep commitment to doing things the right way, every time.

Beyond the office, Rob brings that same curiosity and drive to everything he does. A serial entrepreneur and real estate investor, he thrives on building, developing, and reimagining spaces. When he's not working with clients or shaping new ventures, you'll likely find him piloting his plane, enjoying a night at the theatre, or exploring new destinations with a glass of good wine in his hand.

Rob and his wife, Michelle, are proud parents of two boys. Their oldest is currently serving in the United States Marine Corps while the youngest attends Concordia College.

Robert F. Cruise, EA

Meet Your Team

Robert F. Cruise, EA

President

Heidi Taylor

Receptionist / Financial Assistant

Let’s Get to Work

We’ve been standing alongside hardworking people for decades. Now, we’re here to help you navigate today’s challenges—and prepare for tomorrow’s opportunities.

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