In January of 2006, a left the field of engineering (where I was previously working as a transmission engineer) and took a job working with my father at his tax and financial planning firm. I soon realized that this was an excellent fit for my personality and talents.
Since then, I have become an advisory licensed financial advisor, as well as an Enrolled Agent with the IRS. I recently completed my Certified Financial Planning (CFP) designation, and I now provide full service financial planning and tax preparation for a growing base of customers. While many of my clients are local, I also provide planning for several that have moved to other areas, as well as those that spend their winters elsewhere.
Capstone Tax & Financial is now jointly owned by me and my father, and we employ several staff members to provide for our clients in the best way possible. As the complexity of tax rules and regulations increase, it becomes mandatory to work with a financial advisor who intimately understands the impact of any financial decision. We continue to expand and focus our energies on deliberate and strategic growth.
| Job Title: |
Tax and Financial Advisor, Certified Financial Planner |
| Company: |
Capstone Tax & Financial |
| College: |
Kettering University, Mechanical Engineering, Flint, MI
|
| High School: |
Saline High School, Saline, MI
|
| Lives In: |
Saline |