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Security Type
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Common Stock
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Min Investment
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$250
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Offering Date
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September 30, 2024
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Expected Close Date
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December 07, 2024
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Target Raise
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$1.20M
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Security Price
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$1
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Valuation
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$17,772,000
Company Description
Para traducir al español, haga clic derecho, elija "Traducir al inglés", elija "Elegir otro idioma", luego elija "Español".We help the Hispanic community stay up to date and in compliance with tax, insurance and business matters, allowing it to grow and achieve the admiration and respect that such a hard-working community deserves.Zorro was founded to give the ever increasing number of Hispanics in Jacksonville a place to do their annual tax preparation in Spanish with personnel trained in US tax preparation. The trust garnered with tax preparation led those early customers to ask if we could also offer additional professional services such as auto insurance and more. Today, we are trained, credentialed and knowledgeable in the services that we offer and help our clients comply with US laws while making them comfortable with the process by understanding their culture and speaking their language. Our single office in Jacksonville has prepared nearly 1000 tax returns during 2024 so far, and currently has nearly 500 active insurance policies on the books. Video linkPara traducir al español, reproduzca el video, active los subtítulos eligiendo “CC”, luego elija “Configuración”, “Subtítulos/CC”, “Traducción automática” y elija “Español”.
Management Team / Advisory Board Bios
Robert D. Krott
Founder-CEO
Robert is a 17 year veteran of the retail brokerage and investment industry. He began his career in a boutique investment banking firm in Pittsburgh, Pennsylvania. Two years later he relocated to Florida where he successfully managed his financial planning practice for over 15 years. Robert has a Master of Laws, International Taxation degree from St. Thomas University in Florida and has been a Chartered Trust and Estate Planner. He has held the FINRA series 4, 7, 8, 63 and 65 licenses and is insurance licensed in the state of Florida. He is fluent in Spanish. Robert has also served as an adjunct professor for Colorado Technical University Online. He taught Principles of Financial Management and International Finance and Money and Capital Markets on a rotating basis.
Robert is responsible for managing day to day operations and strategic planning.
M. Anabel Krott
Director
Anabel is a Licensed Clinical Social Worker( Retired) with over 30 years of experience in her field. She has dealt extensively with working-class clientele throughout her career, which has included foster-care, short and long-term treatment centers and insurance companies. In 2001, Annabel opened her private practice which specialized in providing mental health and education services to Spanish-language clients. She sold the practice in 2007. Annabel was born and raised in Guatemala City, Guatemala where she lived until graduating high-school. She has a Bachelor’s degree in Social Work from Bethany College and a Master’s degree in Social Work from the University of Pittsburgh with a concentration in Industrial Social Work. She is the founder of the Hispanic Association of Professionals in Social Services Fields and has been a member of the Jacksonville Mayor’s Hispanic Advisory Board.
Mark Yegge
Director
Mr. Yegge received his degree in Business from the University of Florida. He was the co- founder of NexTrade Holdings, Inc. which provided investment services to individuals and institutions. The company eventually became one of the Top 50 Fastest growing companies in the US. As its CEO, Yegge was twice recognized as an Ernst & Young Entrepreneur of the Year finalist, received the Top 25 People to Watch award, and was recognized in the Top Forty Under Forty.