Justin Gates Email & Phone Number

Pensacola Metropolitan Area

LifeCycle Tax and Wealth Management structures business around providing a strategic approach towards holistically providing long term wealth management by aligning financial and tax needs to create a healthy financial future. The firm uses consulting services and tax planning as well as the a unique financial advising experience strategically to help each client meet their needs. LifeCycle services clients in business planning, consulting services, and tax advising because these areas directly affect the client's overall tax situations. LifeCycle focuses on short-term and long-term financial and tax goals! From here we implement planning strategies to help individuals and small businesses achieve these goals. LifeCycle looks at each individuals and small businesses situation and works towards getting these financial and tax goals moving in the right direction. The Dream Starts with a Plan! LifeCycle Tax and Wealth Management is not a registered broker/dealer or registered investment advisory firm.

Shalimar, Fl

- Corporate Tax- Business Consulting- Small Business Creative Solutions- Individual Tax- Tax Planning- Bookkeeping, Payroll, & Taxes

Pensacola, Florida Area

Responsible for fiscal management of the Museum, including analyzing, budgeting, forecasting, monitoring, and reporting (to the Board of Directors, Finance Committee, and Investment Committee). Identified opportunities for increasing revenues and reducing expenses; contributed to overall strategic planning efforts; and was responsible for day-to-day business operations. Provided for oversight of the operational, financial, and efficiency strategies of Museum front desk and retail functions and ensured the up-to-date technology, effectiveness, and promotion of a retail vision that was in alignment with the Museum's mission. Assumed primary responsibility for human resource management, including development and implementation of policy, employment law, benefits, training, and professional development systems and policies.

Department Of Applied Science, Technology And Administration

Improve and update Applied Science and Technology's Website using Dreamweaver; compile and revise student admission spreadsheets for advisors to analyze; and provide reliable customer service to students and administration throughout the department.

Pensacola, Florida Area

Worked in the financial department analyzing financial information, inputting financial information, implementing new techniques of efficiency in Rainbow Software, campaigning at business, recruiting large company's employee bases to contribute to United Way Fund, and creating organizational efficiency in finance department.

Master Of Business Administration - Mba

Activities and Societies: University of West Florida Assistant Cross Country Coach

Bachelor Of Science In Finance

Activities and Societies: UWF Cross Country

Education record