Gale is an Enrolled Agent and has earned the privilege (and federal authority) of representing taxpayers before the Internal Revenue Service. It is important to note that where Gale represent’s individuals and businesses before the IRS, she is not an IRS employee. Because of this, we always act on our client’s (Your) best interest.
Michael is a Financial Educator where he helps people become more financially secure & independent, by teaching complex financial & economic topics, strategies, & products, in simple, understandable terms. In his 28 year career in financial planning, he has provided individuals tools to become financially secure, as well as consulting with companies on their retirement plans where he benchmarks vendors, services, and fees.