Who I Am
I have 40 plus years in taxation. I am currently a tax manager for F.J Associates PPLC, I do taxes with a personal touch. I Help Clients understand the why’s. I apply this to my knowlegde of Retirement, everyone has a different need, I apply what the future holds with taxation in mind. I will research and make sure you have the information available to make the right decisions with the help of my Advisors and the great staff at Summit Global.
Specialization
Business owners, individuals
Hobbies
I love to travel, cook, read, and help others.
My Commitment
I have a desire to help, to understand and help you achieve your goals. If I cannot find the answer I have a wonderful team of very commited advisors that are willing to help in any way. I beleive in truth, compassion, obeying the law, learning, and helping others.
Favorite Books, Mottos, Quotes
try and try again, you will succeed.
Other Info
I see people everyday that forgot to plan for retirement. I was one of them. If you do not plan you will not retire. I see older people working that should be retired, my heart aches for them. I see young people not planning, I wish somehow I could teach them.
State: Utah (UT)
Date Joined: 12/29/2023
