Position:
Director of Tax & Financial Planning at Peak Financial Advisors
Work:
Peak Financial Advisors
since Dec 2005
-
Director of Tax & Financial Planning
Deloitte
2005 - Nov 2005
-
Tax Accountant
Education:
The University of Montana - School of Business Administration 2000 - 2005
Master's degree, Accounting
Skills:
Certified Financial Planner, CPA, Wealth Management, Investments, Analysis, Personal Income Tax Returns, Strategic Planning, Data Analysis, Retirement Planning, College Education Planning
Certifications:
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)