360 WEALTH CONSULTING - Key Persons
Bill Bocook has been processing ancillary taxes for over 20 years. He's worked with hundreds of companies locally to ensure returns are filed on time, which usually requires monthly attention. This ensures clients avoid penalties or late fees and also that everything is compliant. He's detail oriented, an ideal skill for this job, and a hard worker. He's the one taking in gross sales, revenue figures, and other monthly financial details for businesses. He then records the income, processes reports, calculates tax liability, then sends in the payments for clients after telling them how much they owe. Bill has been with 360 since 2017.
Jessica handles payroll, bookkeeping and tax preparation for our clients and is another friendly voice when you have a question about these matters. Jessica has became an expert in problem solving many items throughout 360. Her attention to detail and organizational abilities has made her an asset for the business and our clients. Jessica is a graduate of Liberty University where she successfully achieved a bachelor's degree in Business Administration: Project Management.
Job Titles:
- Client Relationship Manager
Lauren joined the team in January of 2021 and has been a great addition. She's everyone's first point of contact at 360 Financial Solutions. In addition to strategizing and managing our company systems, she's also responsible for onboarding wealth management and tax clients. She brings 10 years of customer service experience to her role as Client Relationship Manager.
Lauren holds an MBA from Liberty University with specialization in international business. She also has two bachelor's degrees, including a BA in business administration and a BS in economics from the University of Mary Washington.
Vivian has prepared taxes for over 30 years. She brings incredible knowledge to the office, especially with the clients in the retirement phase of their life. She prepares the majority of the Real Estate tax returns, as well as Michael's investment client tax returns. Vivian constantly stays up-to-date with tax codes in her aim to reduce every client's tax burden.