Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
- Income tax strategies
- Small business accounting and payroll
- Life insurance benefits
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Should I rollover my retirement plan?
- Should I convert my traditional IRA to a Roth IRA?
- Are my investments diversified?
- Did I take advantage of all the tax deductions I am entitled to?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Sandy joined CF Professional, Inc. in 1993. She manages and processes client payroll and personal & business tax returns. She oversees general office operations. She continues to attend multiple seminars regarding accounting, tax, and...
Elizabeth joined CF Professional, Inc in 2008. She assists Gary with the needs of our investment clients and provides daily customer service, such as processing paperwork, and compiling financial reports. She has attended training in...
Laura joined CF Professional, Inc in 2008. She works during tax season as one of our customer service representatives. She gathers information at the front desk, prepares paperwork for the tax preparers, schedules appointments and...
Jennifer joined CF Professional, Inc in 2015. She has over 16 years of experience in small business accounting and specializes in the preparation of financial statements and tax returns for businesses, individuals, estates, trusts, and...
Kelly joined CF Professional, Inc. in 2013. She gathers information at the front desk, prepares paperwork for the tax preparers, schedules appointments and makes many phone calls. Kelly graduated from Southgate Anderson High School and...
Michelle joined CF Professional, Inc. in 2017. She processes personal and business tax returns. Michelle has been doing taxes for the past 19 years. She attends multiple seminars regarding accounting and tax updates, to stay up to date...