- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
- -Other Portfolio Management
Accounting & Tax
- -Tax Advice
- -Other Tax
Funds Used With Clients
Firm Client types
|Paramount Investment Advisors, Inc.||10 years, 2 months||Jan 2008 - Present|
|H&R Block Financial Advisors, Inc.||2 years, 11 months||Feb 2005 - Jan 2008|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Enrolled AgentsMembershipThe National Association of Enrolled Agents (NAEA) is comprised of over 11,000 independent, licensed tax professionals. NAEA is dedicated to helping its members maintain the highest level of knowledge, skills and professionalism in all areas of taxation, so that members may most effectively represent the needs of their clients.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Financial ConsultantDesignationInvididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Chartered Life UnderwriterDesignationA prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Enrolled AgentDesignationAn Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.
Articles and Answers
Licenses & Conducts
Paramount Investment Advisors
N/ATotal Assets Under Management
N/ATotal Assets Under Advisement
N/AEstimated Average Account Balance