When people are looking to hire us, a few common things we hear are…
“ How can I pay the least amount of tax over my lifetime? ”
“ I don’t have a good tax-efficient withdrawal strategy. ”
“ My advisor seems to focus on investments but doesn’t specialize in tax planning and retirement income planning. ”
“ Should my investment strategy change now that I’m close to or in retirement? ”
“ Want to see if a free planning session is right for you? ”
One of the biggest mistakes we see is when people don’t coordinate their financial plan with proactive tax strategy. It may sound mind-numbingly boring to you, but Dave’s experience at Zoller, Swanson CPAs has taught him to love the synergy between these key areas.
Tim has been helping families for over 13 years leverage their wealth to change the world. He combines all parts of our clients' financial lives to create a coordinated plan that positions them for the greatest amount of impact.
Luke Hofsommer is a CFP® and CFA charterholder who’s been helping clients plan their future for over 5 years. He is passionate about helping people make good financial decisions that they will be proud of in the future.
CFP®, CFA, RICP®
Sean is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), and Retirement Income Certified Professional (RICP®) who’s excited by serving our clients and helping reduce the anxiety that comes with making major money decisions.
Matt is a CFP® with a background in tax and accounting. He has helped clients optimize the financial and non-financial aspects of their lives for over 7 years through wise management of their resources. His favorite part of working with people is helping to remove their burdens by coming alongside them as their partner and advocate.
FPQP®, Client Service Specialist
The amount of paperwork that’s needed in the financial industry can sometimes be overwhelming for our clients. Carolyn’s here to make it as easy as possible for you so that you can save your time for things you actually enjoy doing. She’ll also help you with any account-related questions that come up.
CRPC®, Client Service Associate
Caitlyn is Series 7 & 66 registered and has over 5 years of experience caring for clients in the Wealth Management industry. She manages our Client Service Matrix to ensure you’re getting the best care possible from our team. She’s also here to help you get answers to any questions you might have about your accounts.
Mark designs and manages the systems, processes, and general operations that enable us to succeed and serve our clients well. He has a background in management consulting and corporate innovation.