USTAGI specializes in Cost Segregation Studies & Energy Tax Credits. We provide tax-saving strategies for commercial & residential property owners. We are able to help all levels of real estate investors save money on income taxes. Our team specializes in engineering-based cost segregation studies and energy tax credits. We service all 50 states. Tax planning is critical for real estate investors.

ProfitMax Professionals, LLC has one mission: Deliver a concise, actionable, and proven PROFIT plan to immediately and continuously improve the financial health of YOUR business & YOUR life!! As a Certified Advanced Profit First Professional, I believe in & am prepared to teach small business entrepreneurs how profit is a choice that most business owners can make today. Our clients do not settle for the crumbs left over, but instead we teach them to take profit first and manage their business with what is left. SALES - PROFIT = EXPENSES is our model!!

Accountable to our company founder and partners for delivering the company vision of guiding small business entrepreneurs toward financial clarity by coaching and teaching them the power to wield money as a tool for their greater purpose. Direct report to company founder on all aspects of finance and accounting affecting companies cash flow and overall financial health.

I am honored to have joined the team at Southern Oregon University School of Business as an Adjunct Instructor. I will be teaching BA 385, Principles of Finance this fall. I have some giant shoes to fill as one of my favorite professors from my undergrad work back in the day, Dr. Curt Bacon is retiring. A special thank you to Dr. Rene Ordonez for providing me this opportunity to give back to my alma mater in a meaningful way.

I am proud to take the helm of our great club for the 2023-2024 Rotary year. It was finally the right time after 30+ years as a Rotarian.

Cultivate strong client relationships and leverage comprehensive financial expertise to direct investment solutions. Skillfully advise RIA partners and market to high net worth individuals demonstrating unwavering professionalism.** Develop client-focused coaching and educational strategies to match personal objectives with insurance and long-term investment portfolio.** Generate in-depth analysis and detailed intelligence reporting requiring keen attention to detail.** Led innovative CRM implementation for an RIA expansion/continuity project; sourced business valuation and directed successful transition to 100% eFile solution resulting in operational efficiencies and significant cost savings.

Transformed inefficient business operations and continually earned recognition for staff retention and improved morale, as Interim COO. Championed alignment of merger/acquisition objectives with mission and vision; hired CEO and created key performance indicators (KPI’s) for Technical/Customer Support, Sales/Marketing, and Administration to gauge accountability.** Introduced strategic and tactical action plans to support unparalleled growth; employee count grew 100% and client based tripled requiring stellar communication and execution.** Successfully deployed KPI-based compensation package to control expenses while rewarding employee contributions for revenue growth and profitability.** Effectively analyzed risk exposure of non-cash benefits; strategically rewarded employees and improved ROI.

Proficiently identified and implemented client-centric financial goals with diligent attention to economic trends.Formulated asset allocation and risk assessment services supporting individual investment strategies. ** Secured Series 7, Series 66, P&C Insurance, and Health/Life Insurance licensing credentials.** Continually recognized for efficiently translating complex business requirements into viable client solutions dedicated to performance goals.

Earned solid reputation as Southern Oregon’s most trusted jeweler. Led multifaceted business development strategies requiring solid leadership talents.** Inspired and mentored successful sales team achieving revenue of $1M in first 24 months.** Grew revenue at 12% average for 10 years.

Sales and operations Management