Get to Know Me Monday #1
I often hear that the first-time meeting with a financial planner or CPA can be intimidating. A client is not sure what to expect, if they really need a financial planner, or if they need a CPA to assist them with their taxes.
I want you to feel comfortable when coming to meet with me for the first time, or even if you’ve known me for a while, but are unsure if you need a financial plan, or what other services I offer. To that end, I’m starting a “Get to Know Me Monday” blog. Through this series, I will tell you more about me and my background and experience, and also feature various areas that I can help you with your financial goals or questions.
Today, I’m going to tell you about my educational background and work experience. I’m a Lancaster native and a graduate from Ohio University. My college experience started at Ohio University-Lancaster, where I attended my first 3 years, and then completed my senior year in Athens. I began working in a public accounting firm while in college, and then accepted full-time employment in public accounting in Lancaster upon graduation. After working at the firm 4 years, I became a shareholder, and remained at the firm 13 years. I primarily worked with small businesses with their payroll, accounting and tax needs, individual tax, and financial planning. I was licensed as a CPA in 1988 and a CFP in 1992.
In 2003, I left that firm, and began working part-time at the Fairfield County Foundation as the Financial Officer. In addition, I opened my own firm, Lifetime Financial Planning Solutions, LLC, where I offered financial planning services and later added tax services. In 2008, I left the Foundation to devote all my time to my business. While I really enjoyed my time working at a nonprofit, being self-employed allows me to continue to work with various nonprofits in addition to providing tax and financial planning services to individuals and small businesses.
I’m fortunate to have two wonderful employees, Joyce Snyder and Kim Nauman, who both began working with me in 2013. The three of us make a wonderful team, get a lot accomplished during tax season, and try to have fun to relieve any tax season stress!
Next week, I’ll share more about me, my personal interests, various nonprofit boards I’ve served on, and my family. If you have specific questions you’d like me to address, please let me know.