I work as an Accountant. I performed a wide array of Accounting related tasks; including but not limited to Tax Preparation, Tax Planning & Bookkeeping. Additionally, I am the head of our Financial Division and tasked with assisting our clients in any of their Financial Related Concerns.Many of my clients have found it EXTREMELY beneficial to work with an individual who works with both Financial/Investment & Tax Matters.My Work Typically Includes:•Tax Preparation•Tax Planning•Bookkeeping•Retirement Planning•College Expense Planning•Estate Planning•Other Goal Oriented Planning (eg. Second Home, Boat, etc.)•Insurance Planning (Life, Health, Disability, Long-Term Care)I Work Mainly With:•Small Business Owners•Attorneys•Doctors•People in Transition (Changing Jobs, Retirement, New Baby, New House, Marriage/Divorce, etc.)

Cetera Financial Specialists is a Broker/Dealer, which is Utilized in the operation of ALL of my current Financial Advising Services. Including the running of the Financial Divisions of Accounting Firms I am currently affiliated with.

I work as an Accountant. I performed a wide array of Accounting related tasks; including but not limited to Tax Preparation, Tax Planning & Bookkeeping. Additionally, I jointly run our Financial Division and tasked with assisting our clients in any of their Financial Related Concerns.Many of my clients have found it EXTREMELY beneficial to work with an individual who works with both Financial/Investment & Tax Matters.My Work Typically Includes:•Tax Preparation•Tax Planning•Bookkeeping•Retirement Planning•College Expense Planning•Estate Planning•Other Goal Oriented Planning (eg. Second Home, Boat, etc.)•Insurance Planning (Life, Health, Disability, Long-Term Care)I Work Mainly With:•Small Business Owners•Attorneys•Doctors•People in Transition (Changing Jobs, Retirement, New Baby, New House, Marriage/Divorce, etc.)

Calton & Associates is a Broker/Dealer, which was utilized in the operations of Colella Accounting Group’s Financial Division (as described below).

I worked at Colella Accounting Group as an Accountant. I performed a wide array of Accounting related tasks; including but not limited to Tax Preparation, Tax Planning & Bookkeeping. Additionally, I was the head of our newly developed Financial Division and tasked with assisting our clients in any of their Financial Related Concerns.Many of my clients have found it EXTREMELY beneficial to work with an individual who works with both Financial/Investment & Tax Matters.My Work Typically Included:•Tax Preparation•Tax Planning•Bookkeeping•Retirement Planning•College Expense Planning•Estate Planning•Other Goal Oriented Planning (eg. Second Home, Boat, etc.)•Insurance Planning (Life, Health, Disability, Long-Term Care)•Investment Analysis - Developing Appropriate Asset Allocation (based on risk tolerance and time horizon)

I worked closely with individuals and small business owners to build long term relationships and assist them in making intelligent financial decisions. In doing this, his clients would always have someone they can turn to who is not only is familiar and trustworthy, but is also knowledgeable about their situation. This allowed me to consistently provide advice designed to assist his clients in making the appropriate financial decisions and put them in position to pursue their goals for the future.My Work Typically Included:•Retirement Planning•College Expense Planning•Estate Planning•Other Goal Oriented Planning (eg. Second Home, Boat, etc.)•Insurance Planning (Life, Health, Disability, Long-Term Care)•Investment Analysis - Developing Appropriate Asset Allocation (based on risk tolerance and time horizon)I Worked Mainly With:•Small Business Owners•Attorneys•Accountants•People in Transition (changing jobs, retirement, new baby, new house, marriage/divorce, etc.)

I worked closely with individuals and small business owners to build long term relationships and assist them in making intelligent financial decisions. In doing this, his clients would always have someone they can turn to who is not only is familiar and trustworthy, but is also knowledgeable about their situation. This allowed me to consistently provide advice designed to assist his clients in making the appropriate financial decisions and put them in position to pursue their goals for the future.My Work Typically Included:•Retirement Planning•College Expense Planning•Estate Planning•Other Goal Oriented Planning (eg. Second Home, Boat, etc.)•Insurance Planning (Life, Health, Disability, Long-Term Care)•Investment Analysis - Developing Appropriate Asset Allocation (based on risk tolerance and time horizon)I Worked Mainly With:•Small Business Owners•Attorneys•Accountants•People in Transition (changing jobs, retirement, new baby, new house, marriage/divorce, etc.)