Industry:
Financial Services
Work:
Srs Capital Advisors, Inc.
Managing Director
Noven Financial Group
President and Shareholder and Director
Education:
University of Denver - Sturm College of Law 1987
Masters, Law
Washington University In St. Louis School of Law 1979
Gies College of Business - University of Illinois Urbana - Champaign 1977
Bachelors, Bachelor of Science, Accounting, Finance
University of Chicago
Skills:
Financial Planners
Financial Analysis
Wealth
Insurance
Financial Advisory
Small Business
Wealth Management
Financial Planning
Mergers and Acquisitions
High Net Worth Individuals
Income Tax
Behavioral Health
Forecasting
Pensions
Investment Management
Contract Negotiation
Mutual Funds
Mergers
Portfolio Management
Equities
Behavior Modification
Tax Advisory
Tax Law
Tax Accounting
Corporate Tax
Tax Preparation
Tax Returns
Wealth Management Services
Cpa
Accounting
Strategic Planning
Certifications:
Cpa (Certified Public Accountant)
Pfs (Personal Financial Specialist)
Cff (Certified In Financial Forensics)
Crps (Chartered Retirement Plans Specialist)
Cgma (Chartered Global Management Accountant)
State of Colorado
Aicpa (American Institute of Certified Public Acoountants)
College For Financial Planning
