PROVIDENCE FINANCIAL INSURANCE & TAX SERVICES - Key Persons

Job Titles:

• Certified Specialist Estate Planning, Trust and Probate Law

Gerald L. Kane graduated in the top of his class in Wills and Trusts from the University of La Verne College of Law. Having devoted more than 25 years to helping families and businesses, he has assisted more than 1000 families and businesses achieve their goals of protecting their wealth. Through his patience and his ability to truly listen to client concerns, he is able to translate his client's vision into a plan that meets his client's desires and expectations. Gerald has taken his experience in working with children with disabilities on the Dubnoff Center board to enable him to develop plans for children with special needs that ensure they will be protected throughout their parent's lifetime and beyond. Having a financial and real estate background, he has been able to help business owners with the myriad of legal and tax issues that arise, and design a plan to ensure that the business "lives on" long after the founder is gone. A frequently requested speaker by financial professionals, Gerald enjoys educating his community. Gerald resides in Oak Park with his wife and two daughters Hailey and Taylor. PFI welcomes Gerald Kane as an Affiliate Partner.

Job Titles:

• Certified Public Accountant
• Chief Financial Officer

On the business front, William is a Certified Public Accountant with over 20 years of experience in professional accountancy and finance leadership roles. He has held many senior leadership positions across many different private and publicly listed companies. We sat down with the man himself to learn more about what drives him professionally and what he likes to do once he leaves the ‘office'. WILLIAM EBERT was born in Minnesota, moved to Texas as a teen. William lives in Austin Texas, he is married and has two children and soon plans on physically joining our team in Colorado. William went to school at University of Texas and graduated with an Accounting degree. William also received his C.P.A. license in 2000 and has been practicing accounting and finance since 1996. Most recently, as an interim CFO, he worked with the CEO to develop a new leverage policy and repurchase strategy. William is very strong in his Christian faith. He enjoys all sports and being outdoors. William also enjoys spending time at the family ranch. Providence Financial is proud to have Mr. William Ebert join our executive staff as we enter into new and better endeavors.

Job Titles:

• President and Principal - Agent

Ruthy Perez is a first generation American who moved to Colorado from Massachusetts. She studied child-psychology and business administration in both Long Beach California and Aurora Colorado. Ruthy was passionate about working within her community and serving people with less fortunate means so that they too could achieve better opportunities in life. After a devastating sickness attacked her body and miraculously recovering she encountered another opportunity to serve. With encouragement from friends and family, Ruthy started what is now a full functioning Insurance and Tax agency in 2015. The agency contributes with free community outreach workshops to further educate community members that have challenges with the English-language. The goal is to help the community achieve a better understanding of their finances and financial growth potential. In addition, Ruthy has devoted some of her free time to detention centers in the city of Denver and helping in shelters. Ruthy finds that it has been her faith that has held her holding onto bigger dreams and has made her a woman of determination.

Sarah Perez was born in Long Beach California. Sarah enjoys serving her community and desires to see her community become motivated by enhancing their financial education. Sarah is currently directing business in Southern California with guidance in financial preservation with structuring their current insurance needs. If you live in Southern California - call Sarah and she will start the process with a more economical financial structure for you and your family. Sara can be reached at Office@rmi-tax.com Sarah Perez, was born in Long Beach California. Sarah enjoys serving her community and desires to see her community become motivated by enhancing their financial education. Sarah is currently directing business in Southern California with guidance in financial preservation with structuring their current insurance needs. If you live in Southern California - call Sarah and she will start the process with a more economical financial structure for you and your family.