Our Press Releases

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

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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

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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

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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

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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 office is spearheaded by Charlie Wilson, CPA/PFS, an accomplished CPA with a strong background in tax and estate planning. With extensive experience and expertise in serving the financial needs of individuals and businesses, Charlie brings a unique perspective to ParakleteFinancial’s client-focused approach. “We are excited to establish a presence in Houston and extend our reach to serve the vibrant community here,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. “Charlie Wilson’s leadership and deep understanding of personal financial planning and taxation will be invaluable in delivering tailored solutions to our

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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 William Jones, CPA/PFS a highly regarded tax advisor with an illustrious career spanning over 20 years. Will’s extensive expertise in tax and estate planning has earned him recognition as a leader in the industry. “I am delighted to join the Paraklete® Financial team and lead our efforts in the vibrant community of Gainesville,” said Will Jones. “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 bring Paraklete® Financial’s renowned client-centric approach to Gainesville,” said

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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.

 

Preparation is key to safely navigating your future

Paraklete® Financial, Inc. provides expertise in the following areas to individuals, businesses, not-for-profits, estates, and trusts.
  • Asset Protection
  • Business Succession Planning
  • Buy/Sell Consulting Services
  • Charitable Planning
  • Divorce Planning
  • Education Planning
  • Employee Benefit Planning
  • Estate Planning
  • Multi-Family Office Services
  • Investment Planning
  • Life Insurance
  • Qualified Plan Design
  • Retirement Planning
  • Risk Management
  • Roth IRA Conversion Analysis
  • Special Needs Planning
  • Stewardship
  • Stock Option Analysis and Planning
  • Tax Planning
We design and implement integrated financial planning strategies. The process is managed through a “Family Office” overlay involving all of the client’s advisers. Each of our clients receive a personal financial planning website with a document vault.

Our services are offered by individuals with the CPA/PFS designation.

  • Asset Protection
  • Business Succession Planning
  • Buy/Sell Consulting Services
  • Charitable Planning
  • Divorce Planning
  • Education Planning
  • Employee Benefit Planning
  • Estate Planning
  • Family Office Services
  • Investment Planning
  • Life Insurance Analysis
  • Qualified Plan Design
  • Retirement Planning
  • Risk Management
  • Roth IRA Conversion Analysis
  • Special Needs Planning
  • Stewardship
  • Stock Option Analysis and Planning
  • Tax Planning
We design and implement integrated financial planning strategies. The process is managed through a “Family Office” overlay involving all of the client’s advisers. Each of our clients receive a personal financial planning website with a document vault.

Our services are offered by individuals with the CPA/PFS designation.

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