Adam Sutter, CRTP is the Vice President of the Accounting Department, and is the 3rd Generation in this family owned and operated Financial Services business.Adam is a Certified Registered Tax Preparer with an AFSP Completion record from the IRS. He is also a Financial Advisor holding both Life & Health Insurance licenses in the States of California and Idaho. He works with clients to both minimize their tax liability, as well as to promote planning for their Financial futures. His specialty is educating Young Professionals who have started their own path to Entrepreneurship.