About Us | Noble Tax Strategies & Wealth Planning | Zephyrhills & Tampa

Don't Wait for Problems to Arise – Get Proactive with Your Finances

We take a proactive approach to financial planning, identifying potential challenges and opportunities before they become a problem. Our goal is to help you achieve financial peace of mind and build a secure future.

Don't Wait for Problems to Arise – Get Proactive with Your Finances with Noble Tax Strategies & Wealth Planning in Zephyrhills Florida

Our Core Values | Noble Tax Strategies & Wealth Planning

Collaboration, Ownership, and a Commitment to Excellence: Our Core Values

We're a team of dedicated professionals who believe in working together to achieve greatness. We take ownership of our work and strive to exceed expectations in everything we do. Our commitment to innovation and improvement ensures we're always finding new ways to better serve our clients.

Collaboration, Ownership, and a Commitment to Excellence:  Noble Tax Strategies & Wealth Planning Core Values

Client-Focused Financial Services | Noble Tax Strategies

We're More Than Just Numbers – We're Your Financial Partners

Our team of experienced advisors, accountants, and tax professionals are dedicated to helping you achieve your financial goals. We go above and beyond to provide exceptional service and results.

Jeremy W. David, ChFC®, CLTC®

CFO & Founder

Jeremy is a dedicated financial planning professional with over a decade of experience. He is passionate about helping clients achieve their financial goals through personalized strategies and building strong relationships.

As a team leader at Noble Tax Strategies & Wealth Planning, he sets goals, ensures continuity, and fosters business development. Jeremy is deeply committed to his community, actively supporting various organizations alongside his wife, Kimberly. He is also the founder of Noble Tax Strategies & Wealth Planning, where he utilizes his expertise as a Chartered Financial Consultant to help clients maximize their wealth and minimize taxes.

Jeremy resides in Wesley Chapel with his family and enjoys spending time with loved ones, fishing, camping, and working out.

George Raffa CIMA

Advisory Board

A member of Noble Tax Strategies (NTS) advisory board, George brings more than 40 years of investing and financial services industry experience to the firm.
As an advisory board member, he shares his accumulated knowledge to enhance NTS continued growth, high-level service, and focus on client education.
Previously, George held a 28-year tenure at Raymond James Financial as a senior vice president and national sales manager for the firm’s asset management division. As a member of the Raymond James and Associates executive committee and voting member of the Raymond James Asset Management Services investment committee, George contributed to the growth of the firm’s asset management division and enhanced its leadership in the industry.
George earned his Certified Investment Management Analyst® (CIMA®) designation from The Wharton School of The University of Pennsylvania, is a registered options principal, and holds his general securities licenses, among others. He graduated from Florida State University with a bachelor’s degree in business.
An active Floridian, George is an avid marathon swimmer and holds both his captain’s and pilot’s licenses. George and his wife, Rene, have five children and eight grandchildren.

Derick Armstrong, MA, MPM, CLTC

Sr. Advisor & Consultant

Derick brings a unique blend of military leadership, financial acumen, and a client-first approach to Noble. His two decades of service in the US Navy instilled discipline, strategic thinking, and a deep commitment to excellence.

With a Master's in Financial Management and a proven track record at Northwestern Mutual, Derick is passionate about helping clients navigate complex financial decisions and achieve their goals.  He understands that life and business are constantly changing, and he's committed to building lifelong relationships with his clients, providing guidance and support every step of the way.

Outside of the office, you might find Derick enjoying time with family and friends or exploring new destinations.

Shraddha Sood, MA, CA, EA

Chartered Accountant & Enrolled Agent

Shraddha Sood brings extensive financial expertise to her role. With degrees from the University of Mumbai and certification as a Chartered Accountant, she meticulously manages finances for over 20 small businesses.

Originally from India, Shraddha is committed to staying at the forefront of her industry, currently preparing for additional IRS and CPA exams. Prior to joining Noble Tax Strategies, she honed her skills at C. B. Chhajed & Co. in Mumbai. Bilingual in English and Hindi, Shraddha's technical proficiency includes various software tools.

Beyond her financial accomplishments, she is also a certified pilot with multiple licenses from the Federal Aviation Administration.

Ruth Pena

Bookeeper

Ruth is a skilled bookkeeper with a diverse background. Born in Cuba, she is bilingual in Spanish and English and has worked in various fields, including executive assistance, hospitality, and sales.

Currently, she is a bookkeeper at Noble Tax Strategies & Wealth Planning, LLC, where she maintains financial records for small business clients. Her meticulous nature and organizational skills have made her an asset to the firm. Ruth holds an AA in Accounting from Miami Dade College and is a Certified Notary Public.

Outside of work, she enjoys spending time with loved ones, traveling, outdoor activities, and exploring new culinary experiences. Ruth's unique blend of cultural understanding, language skills, and professional experience makes her a valuable asset in any workplace.

Brandon Putz

Financial Consultant

Brandon K. Putz is a highly respected financial advisor with Noble Tax & Wealth, specializing in tax strategy, wealth preservation, and retirement planning. He is known for his honesty, vast experience, and commitment to helping clients achieve their financial goals.

Originally from Northern Virginia, Brandon moved to Tampa, Florida to be closer to his family. He takes a personalized approach to financial advising, understanding each client's unique needs and providing unbiased guidance. Brandon is dedicated to educating his clients and developing strategies that exceed their financial expectations.

Beyond his professional life, Brandon is passionate about mechanics, spending his free time working on motors. He values family, fitness, the outdoors, spirituality, and community service. Brandon's blend of professional expertise and personal integrity makes him a trusted advisor in the field of financial planning and wealth management.

Don't Wait Until Tax Season - Starts Saving Now with a tax analysis consultation with Noble Tax Strategies & Wealth Planning in Florida.

Florida Tax Experts for Business Owners & Investors

Don't Wait Until Tax Season – Start Saving Now

The sooner you start planning, the more money you can save and the stronger your financial foundation will be. Let's get started today.