Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP® to Speak at AICPA

Sunday, June 2, Aria, Las Vegas – Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, a distinguished educator and esteemed expert in personal financial services, is honored to announce his participation as a speaker at the AICPA Engage 2024 conference. The event, renowned for bringing together leading professionals from the accounting and financial planning industries, is […]

Susan M. Tillery, CPA/PFS, AEP® (Distinguished) to Speak at AICPA Engage 2024

Sunday, June 2, 2024, Aria, Las Vegas – Susan Tillery, CPA/PFS, AEP (Distinguished) financial advisor and a leading practitioner of the unbundled virtual family offices and personal financial planning, is honored to announce her participation as a speaker at the AICPA Engage 2024 conference. The event will take place June 2-6, 2024 at Aria, Las […]

Paraklete® Financial, Inc. Expands its Presence in Scottsdale, AZ, with a New Office

Scottsdale, AZ – May 28, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, is pleased to announce the opening of its newest office in Scottsdale, Arizona. This expansion underscores the firm’s commitment to providing exceptional financial services and personalized guidance to clients in the Scottsdale community and beyond. The Scottsdale office is led […]

Paraklete® Financial, Inc. Expands its Presence with New Office in Houston

Houston, TX – May 17, 2024 – ParakleteFinancial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston. This strategic expansion reflects the company’s commitment to providing integrated personal financial planning services and virtual unbundled office services to clients in the Houston metropolitan area. The Houston […]

Paraklete® Financial, Inc. Expands its Footprint with New Office in Gainesville, FL

Gainesville, FL – May 13, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, proudly announces the opening of its newest office in Gainesville, Florida. This strategic expansion highlights the company’s dedication to providing top-tier financial services and personalized guidance to clients in the Gainesville area and beyond. The Gainesville office is led by […]

Paraklete® Financial, Inc. Expands its Presence with New Office in Newport Beach

Newport Beach, CA – May 6, 2024 – Paraklete Financial, Inc., a leading financial advisory firm, announces the opening of its newest office in Newport Beach. This expansion marks a significant milestone in the company’s growth strategy and commitment to serving clients in Southern California. The Newport Beach office is led by Sandy Heit, CPA […]

Upcoming Event: PFSLive! Comes to Dallas, Texas

Event Details
 — Date: May 29-30, 2024 
Location: Dallas, Texas
   As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Dallas, Texas with PFSLive!. Tom […]

Susan and Tom Tillery announce next Building a Fee-for-Service Personal Financial Planning Practice class

July 17-19 and 24-26, 2024 (virtual) – Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry, are delighted to announce their collaboration in teaching their signature course: “Building a Fee-for-Service Personal Financial Planning Practice”.  The course is offered through their education […]

Paraklete® Financial, Inc. Expands Operations to Nashville, TN.

Nashville, TN – April 24, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, is excited to announce the opening of its newest office in Nashville, Tennessee. This strategic expansion reflects the firm’s commitment to providing exceptional financial services and personalized guidance to clients in the Nashville area and surrounding communities. Heading the Nashville […]

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