Our Press Releases
PFS Live Comes to Chicago,Illinois
Chicago, Illinois – August 1-2, 2024: 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 Chicago, Illinois with PFSLive!. Tom Tillery is a seasoned expert in the field of personal financial planning, with decades of experience helping individuals navigate the complexities of managing wealth. As a sought-after speaker and educator, Tillery has empowered countless people to achieve their financial goals through his practical insights and strategies. At PFSLive!, attendees can expect an engaging and informative experience focused on key aspects of the personal financial planning process as proscribed by the AICPA’s Statement on Standards in Personal Financial Planning, No. 1. Tom will cover essential topics such as cash flow management, investment planning, retirement planning, estate planning, risk management planning
Paraklete® Financial, Inc. Expands Operations to Fort Worth, Welcomes Marty McCutchen, CPA/PFS
Fort Worth, TX – Paraklete® Financial, Inc., a premier financial advisory firm, is excited to announce the opening of its new office in Fort Worth, TX. This expansion highlights the firm’s dedication to offering superior financial services and personalized advice to clients in Fort Worth and beyond. The new Fort Worth office will be led by Marty McCutchen, CPA/PFS, a highly respected financial advisor. Marty, with over 30 years of distinguished experience in tax planning, estate planning, and wealth management, brings significant expertise to his new role. “We are thrilled to establish a presence in Fort Worth and extend our reach to serve this vibrant community,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. “Marty McCutchen’s leadership and deep understanding of personal financial planning and taxation will be invaluable in delivering customized solutions to our clients in this region.” The Fort Worth office will offer
Paraklete Financial, Inc. Opens New Office in Denver, Expanding its Presence to the Rocky Mountain Region
Denver, CO – June 6, 2024 – Paraklete® Financial, Inc., a leading financial advisory firm, is proud to announce the opening of its newest office in Denver, Colorado. This strategic expansion demonstrates the company’s commitment to providing integrated personal financial services to clients in the Rocky Mountain region. The Denver office is led by Charlie Wilson, CPA/PFS, a highly respected financial advisor with a distinguished career spanning over 30 years. Charlie’s expertise in tax and estate planning has earned him recognition as a leader in the industry. “I am thrilled to join the Paraklete Financial team and spearhead our efforts in the vibrant city of Denver,” said Charlie Wilson. “Our mission is to empower individuals, families, and businesses with the knowledge and strategies they need to achieve their financial goals and secure their financial future.” “We are excited to expand our presence in the Rocky Mountain region and bring Paraklete
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 set to take place June 2 – 6, 2024 at Aria, Las Vegas. Tom’s session, titled “PFS Live! Workshop,” is scheduled to be held on June 2 from 8:00 AM to 6:00 PM. During this interactive workshop, Tom will lead participants through real-world case studies and scenarios, offering practical insights and strategies for navigating complex financial planning challenges. With a career spanning over 35 years, Tom Tillery brings a wealth of knowledge and expertise to his presentation. As a Certified Financial Planner® (CFP®) and Accredited Estate Planner® (AEP), Tom has earned recognition for his exceptional
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 Vegas and brings together leading professionals from the accounting and financial planning industries. Susan Tillery’s session, titled “Creating Your CPA Personal Financial Planning Practice,” is an all-day event taking place on June 2. During the session, Susan will share insights and practical advice on establishing and growing a successful personal financial planning practice within a CPA firm. “I am thrilled to have the opportunity to speak at AICPA Engage 2024 and share my insights on building a successful CPA personal financial planning practice,” said Susan Tillery. “The landscape of financial planning is constantly evolving, and
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 by Patricia Steward, CPA/PFS, an esteemed financial advisor. With an illustrious career spanning over 40 years, Pat brings unparalleled expertise in tax planning, estate planning, and wealth management to her role. “I am thrilled to spearhead Paraklete® Financial’s presence in Scottsdale and continue our mission of delivering excellence in financial services,” said Pat Steward. “Our goal is to empower individuals, families, and businesses with the knowledge and strategies they need to achieve their financial goals and thrive in today’s complex financial landscape.” The Scottsdale office will offer a comprehensive range of financial services, including unbundled
NOTE: The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. The information contained in our presentations have been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed.
