Monty
My blogs
| Location | Santa Rosa, California |
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| Introduction | I started out nearly 30 years ago as a stock broker. I then went to work for a large regional CPA firm and helped them build a financial planning department. This gave me experience doing tax work and implementing financial strategies with high net-worth clients. I was then part of the executive team of a pension plan (for 7 years) with $700 million dollars to manage. This gave me great exposure to the world of institutional money management. I missed working with individuals and helping them make their financial dreams come true, so I started my own business. Well, that's where I am today--running my own advisory firm, helping people reduce their taxes and build their wealth. |