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.
Jennifer joined CF Professional, Inc in 2015 and is our VP of Operations and accounting manager. She has over 20 years of experience in small business accounting and specializes in the preparation of financial statements and tax...
Christi joined CF Professional, Inc. in 2024 as our Financial Services Manager, bringing nearly 15 years of experience in the financial industry. She specializes in investment processing, overseeing everything from preparing and...
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...
Carol joined CF Professional, Inc in 2016. 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...
Erin is a graduate of Tiffin Columbian High School and earned her bachelor’s degree in accounting from Tiffin University. She brings several years of experience in accounting and payroll. Erin is excited to be part of a dedicated team...