JEREMY WHITE CPA - Key Persons
Job Titles:
- Client Service Specialist
Helping clients by servicing their investment accounts, facilitating risk assessment, and recording the details of their situations. Logan has achieved his securities Series 6 license.
Job Titles:
- Office Manager
- Director of First Impressions
As the Director of First Impressions, Priscilla greets everyone in person or on the phone calmly and warmly. Behind the scenes, she is the super-duper office manager with administrative talents beyond compare.
Job Titles:
- Client Service Specialist
Helping clients with servicing their investment account and assisting with tax preparation. Rebecca has obtained the credential of Financial Paraplanner Qualified Professional, passed the Enrolled Agent exam from the IRS, and achieved her securities Series 6 license.
Sharon does a little bit of everything from welcoming clients to cheering up and cheering on the staff to using her MBA to help plan strategically for the firm. Read more
Full disclosure: Sharon has an on-going love affair with Jeremy, her husband. They met on the tennis court and still play regularly. Who says "love" means nothing to a tennis player?
An amazing woman - she listens compassionately with a tear in her eye yet can break boards as a former black belt in Tae Kwon Do. She is a word-nerd in two languages (Spanish and English), and she makes everyone feel like they are her best friend.