Inlign Wealth Management
Industry: Company
DescriptionFounded: 2002 Parent organization: GenSpring SunTrust Private Wealth
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Inlign Wealth Management Employees
Employee
Years
Job
Industry
Eric Voita Eric Voita's Inlign Wealth Management Experience January 2003 - December 2007
Job Director of Tax Services at TFO Phoenix, Inc.
Industry Financial Services
Experience
TFO Phoenix, Inc. November 2011 - Present
GenSpring Family Offices, LLC January 2008 - November 2011
Inlign Wealth Management January 2003 - December 2007
Deloitte May 2002 - December 2002
Andersen 1996 - 2002
Education
University of Colorado 1994 — 1995
Masters, Taxation
University of Colorado 1992 — 1994
Bachelors, Accounting
Northern Arizona University, College of Business Administration 1990 — 1992
TFO Phoenix, Inc. November 2011 - Present
GenSpring Family Offices, LLC January 2008 - November 2011
Inlign Wealth Management January 2003 - December 2007
Deloitte May 2002 - December 2002
Andersen 1996 - 2002
Education
University of Colorado 1994 — 1995
Masters, Taxation
University of Colorado 1992 — 1994
Bachelors, Accounting
Northern Arizona University, College of Business Administration 1990 — 1992
Scott Horn Scott Horn's Inlign Wealth Management Experience June 2002 - December 2007
Job President TFO Phoenix
Industry Financial Services
Experience
TFO Phoenix, Inc. November 2011 - Present
GenSpring Family Offices January 2008 - November 2011
Inlign Wealth Management June 2002 - December 2007
Arthur Andersen & Co. September 1991 - June 2002
Skills
Family Office, Wealth Management, Income Tax, Private Equity, Investment Advisory..., High Net Worth..., Estate Planning, Strategic Financial..., Investments, Tax, Investment Advisory, Wealth Management..., Investment Strategies, Risk Management, Asset Allocation, Trusts, Investment Management, Wealth
Education
University of Illinois at Urbana-Champaign 1990 — 1991
Master of Science, Accountancy
Michigan State University 1986 — 1990
Bachelor of Arts, Accounting
TFO Phoenix, Inc. November 2011 - Present
GenSpring Family Offices January 2008 - November 2011
Inlign Wealth Management June 2002 - December 2007
Arthur Andersen & Co. September 1991 - June 2002
Skills
Family Office, Wealth Management, Income Tax, Private Equity, Investment Advisory..., High Net Worth..., Estate Planning, Strategic Financial..., Investments, Tax, Investment Advisory, Wealth Management..., Investment Strategies, Risk Management, Asset Allocation, Trusts, Investment Management, Wealth
Education
University of Illinois at Urbana-Champaign 1990 — 1991
Master of Science, Accountancy
Michigan State University 1986 — 1990
Bachelor of Arts, Accounting
Desiree Owens Desiree Owens's Inlign Wealth Management Experience May 2004 - October 2007
Job Compliance Officer | Project Manager
Industry Construction
Experience
Tricor, LLC February 2015 - Present
SSA Executive Search International, Ltd. April 2014 - September 2014
The Board Institute April 2014 - September 2014
Bridge Bookkeeping February 2014 - September 2014
Bridge Financial Strategies February 2014 - May 2014
Ironwood Investment Counsel, LLC November 2007 - November 2013
Inlign Wealth Management May 2004 - October 2007
KPNX Channel 12 May 2003 - March 2004
Arizona State University, Graduate College November 2000 - May 2003
TEM Corp (formerly Estes Homebuilding Co June 1996 - August 2000
Skills
Training, Management, Human Resources, Budgets, Accounting, Marketing, Office Management, CRM, Operations Management, Bookkeeping, Accounts Receivable, Accounts Payable, Account Reconciliation, Cash Flow Forecasting, QuickBooks, Microsoft Office, Database Administration, ADP Payroll, Paychex, Executive Calendar..., Executive Support, Travel Planning, Process Improvement, Policy Writing, Procedure Development, Operating Budgets, Budget Forecasts, Budget Setting, Financial Recruiting, Financial Statements, Vendor Management, Benefit Plan..., Time Management, Insurance, Finance, Recruiting, Data Entry, Leadership, Strategic Financial..., Wealth Management, Tax, Event Planning, Valuation, Investments
Education
University of Phoenix 2005 — 2006
Business Administration
Arizona State University 2001 — 2003
BA, Broadcasting
University of Arizona 1995 — 1999
Media Arts
Tricor, LLC February 2015 - Present
SSA Executive Search International, Ltd. April 2014 - September 2014
The Board Institute April 2014 - September 2014
Bridge Bookkeeping February 2014 - September 2014
Bridge Financial Strategies February 2014 - May 2014
Ironwood Investment Counsel, LLC November 2007 - November 2013
Inlign Wealth Management May 2004 - October 2007
KPNX Channel 12 May 2003 - March 2004
Arizona State University, Graduate College November 2000 - May 2003
TEM Corp (formerly Estes Homebuilding Co June 1996 - August 2000
Skills
Training, Management, Human Resources, Budgets, Accounting, Marketing, Office Management, CRM, Operations Management, Bookkeeping, Accounts Receivable, Accounts Payable, Account Reconciliation, Cash Flow Forecasting, QuickBooks, Microsoft Office, Database Administration, ADP Payroll, Paychex, Executive Calendar..., Executive Support, Travel Planning, Process Improvement, Policy Writing, Procedure Development, Operating Budgets, Budget Forecasts, Budget Setting, Financial Recruiting, Financial Statements, Vendor Management, Benefit Plan..., Time Management, Insurance, Finance, Recruiting, Data Entry, Leadership, Strategic Financial..., Wealth Management, Tax, Event Planning, Valuation, Investments
Education
University of Phoenix 2005 — 2006
Business Administration
Arizona State University 2001 — 2003
BA, Broadcasting
University of Arizona 1995 — 1999
Media Arts
Julie A. Kern, CPA, CFP®, CDFA™, ADFA™ Julie A. Kern, CPA, CFP®, CDFA™, ADFA™'s Inlign Wealth Management Experience June 2002 - January 2006
Job Divorce & Financial Strategist
Industry Financial Services
Experience
Bridge Divorce Strategies August 2012 - Present
Bridge Financial Strategies January 2009 - Present
Ironwood Investment Counsel, LLC January 2006 - December 2008
Inlign Wealth Management June 2002 - January 2006
Arthur Andersen June 2001 - June 2002
Skills
Women's Finance, Tax, Investments, Financial Planning, Tax Strategies, Tax Return Preparation, Wealth Management, Cash Flow, Retirement, Estate Planning, Small Business, Retirement Planning, Portfolio Management, Planning, Tax Preparation
Education
Arizona State University - W. P. Carey School of Business 2000 — 2001
Masters, Taxation
Arizona State University 1997 — 2000
Bachelors, Accountancy
Bridge Divorce Strategies August 2012 - Present
Bridge Financial Strategies January 2009 - Present
Ironwood Investment Counsel, LLC January 2006 - December 2008
Inlign Wealth Management June 2002 - January 2006
Arthur Andersen June 2001 - June 2002
Skills
Women's Finance, Tax, Investments, Financial Planning, Tax Strategies, Tax Return Preparation, Wealth Management, Cash Flow, Retirement, Estate Planning, Small Business, Retirement Planning, Portfolio Management, Planning, Tax Preparation
Education
Arizona State University - W. P. Carey School of Business 2000 — 2001
Masters, Taxation
Arizona State University 1997 — 2000
Bachelors, Accountancy
Eric Ensign, CPA Eric Ensign, CPA's Inlign Wealth Management Experience May 2007 - December 2007
Job Client Advisor at Miller/Russell & Associates
Industry Investment Management
Experience
Miller Russell Associates January 2014 - Present
Miller/Russell & Associates December 2011 - December 2013
GenSpring Family Offices January 2008 - December 2011
Inlign Wealth Management May 2007 - December 2007
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
Master's degree, Taxation
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Accounting
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Miller Russell Associates January 2014 - Present
Miller/Russell & Associates December 2011 - December 2013
GenSpring Family Offices January 2008 - December 2011
Inlign Wealth Management May 2007 - December 2007
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
Master's degree, Taxation
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Accounting
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Brad Carter Brad Carter's Inlign Wealth Management Experience January 2007 - April 2007
Job CPA, Tax Manager at EY
Industry Accounting
Experience
EY October 2009 - Present
H&R Block January 2009 - April 2009
Elite Sales April 2005 - August 2008
Brigham Young University September 2007 - April 2008
Inlign Wealth Management January 2007 - April 2007
Skills
Income Tax, Excel, Tax Compliance, Accounting, Tax, PowerPoint, Word, Microsoft Office, Tax Research, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Returns, Compliance, Access, VBA, Microsoft Excel, Internal Controls, Tax Accounting, CPA
Education
Brigham Young University 2006 — 2009
Master's, Accounting (MAcc)
Brigham Young University 2001 — 2006
Bachelors, Accounting
EY October 2009 - Present
H&R Block January 2009 - April 2009
Elite Sales April 2005 - August 2008
Brigham Young University September 2007 - April 2008
Inlign Wealth Management January 2007 - April 2007
Skills
Income Tax, Excel, Tax Compliance, Accounting, Tax, PowerPoint, Word, Microsoft Office, Tax Research, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Returns, Compliance, Access, VBA, Microsoft Excel, Internal Controls, Tax Accounting, CPA
Education
Brigham Young University 2006 — 2009
Master's, Accounting (MAcc)
Brigham Young University 2001 — 2006
Bachelors, Accounting
David K. Walser, CPA/PFS David K. Walser, CPA/PFS's Inlign Wealth Management Experience June 2002 - December 2007
Job Managing Director at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP February 2013 - Present
GenSpring Family Offices July 2012 - January 2013
Teton Trust Company November 2008 - January 2013
GenSpring Family Offices January 2008 - July 2012
Inlign Wealth Management June 2002 - December 2007
Bank One June 2000 - June 2002
Arthur Andersen October 1998 - June 2000
E & Y October 1993 - October 1998
Arthur Andersen September 1987 - October 1993
Skills
Estate Planning, Income Tax Planning, Philanthropy, Family Governance, Estate Tax Planning, Wealth Management, Tax, Income Tax, Trusts, Gift Tax, Asset Protection, Charitable Giving, Financial Planning, High Net Worth..., Wealth Transfer, Planned Giving, Succession Planning, Tax Compliance, Investment Advisory, Partnership Taxation, Tax Preparation, Asset Allocation, Wealth Management..., Inheritance Tax Planning, Mergers & Acquisitions, Tax Returns, Tax Research, Public Speaking, Investment Strategies, Wealth, Strategic Financial..., Finance, Alternative Investments, Financial Services, Financial Advisory, Investment Management, Employee Benefits, Investments, Retirement Planning, Asset Management, Fund Of Funds, Private Equity, Due Diligence, Mutual Funds, Non-profits, Personal Financial..., Family Office, Writing, CPA, Securities
Education
Brigham Young University 1983 — 1987
Master of Accountancy, Accountancy/Tax
Brigham Young University 1981 — 1987
BS, Accounting
Grant Thornton LLP February 2013 - Present
GenSpring Family Offices July 2012 - January 2013
Teton Trust Company November 2008 - January 2013
GenSpring Family Offices January 2008 - July 2012
Inlign Wealth Management June 2002 - December 2007
Bank One June 2000 - June 2002
Arthur Andersen October 1998 - June 2000
E & Y October 1993 - October 1998
Arthur Andersen September 1987 - October 1993
Skills
Estate Planning, Income Tax Planning, Philanthropy, Family Governance, Estate Tax Planning, Wealth Management, Tax, Income Tax, Trusts, Gift Tax, Asset Protection, Charitable Giving, Financial Planning, High Net Worth..., Wealth Transfer, Planned Giving, Succession Planning, Tax Compliance, Investment Advisory, Partnership Taxation, Tax Preparation, Asset Allocation, Wealth Management..., Inheritance Tax Planning, Mergers & Acquisitions, Tax Returns, Tax Research, Public Speaking, Investment Strategies, Wealth, Strategic Financial..., Finance, Alternative Investments, Financial Services, Financial Advisory, Investment Management, Employee Benefits, Investments, Retirement Planning, Asset Management, Fund Of Funds, Private Equity, Due Diligence, Mutual Funds, Non-profits, Personal Financial..., Family Office, Writing, CPA, Securities
Education
Brigham Young University 1983 — 1987
Master of Accountancy, Accountancy/Tax
Brigham Young University 1981 — 1987
BS, Accounting
Chris Hess, CFP®, CPA/PFS Chris Hess, CFP®, CPA/PFS's Inlign Wealth Management Experience 2005 - 2008
Job Senior Wealth Advisor at TFO Phoenix, Inc.
Industry Financial Services
Experience
TFO Phoenix, Inc. December 2011 - Present
Financial Planning Association of Greater Phoenix January 2014 - December 2014
GenSpring Family Offices May 2005 - December 2011
Inlign Wealth Management 2005 - 2008
Skills
Investments, Financial Planning, Estate Planning, Wealth Management, Tax, Investment Advisory, Portfolio Management, Estate Tax Planning, Strategic Financial..., High Net Worth..., Alternative Investments, Investment Strategies, Asset Allocation, Insurance, Retirement Planning, Wealth Management..., Wealth
Education
Brigham Young University 1998 — 2005
Master of Accountancy, Accounting (Tax Emphasis)
TFO Phoenix, Inc. December 2011 - Present
Financial Planning Association of Greater Phoenix January 2014 - December 2014
GenSpring Family Offices May 2005 - December 2011
Inlign Wealth Management 2005 - 2008
Skills
Investments, Financial Planning, Estate Planning, Wealth Management, Tax, Investment Advisory, Portfolio Management, Estate Tax Planning, Strategic Financial..., High Net Worth..., Alternative Investments, Investment Strategies, Asset Allocation, Insurance, Retirement Planning, Wealth Management..., Wealth
Education
Brigham Young University 1998 — 2005
Master of Accountancy, Accounting (Tax Emphasis)
Christina Burroughs, CFP® Christina Burroughs, CFP®'s Inlign Wealth Management Experience 2004 - 2007
Job Managing Partner, Senior Wealth Management Professional
Industry Financial Services
Experience
Miller Russell Associates October 2011 - Present
GenSpring Family Offices 2009 - October 2011
GenSpring Family Offices 2007 - 2009
Inlign Wealth Management 2004 - 2007
Tanager Financial Services 2001 - 2004
Education
Northeastern University 2001 — 2003
Certificate Program, Financial Planning
Wheaton College 1997 — 1997
Clinical Psychology
Northwestern College 1991 — 1995
Bachelor of Science, Psychology, Biblical Studies
Miller Russell Associates October 2011 - Present
GenSpring Family Offices 2009 - October 2011
GenSpring Family Offices 2007 - 2009
Inlign Wealth Management 2004 - 2007
Tanager Financial Services 2001 - 2004
Education
Northeastern University 2001 — 2003
Certificate Program, Financial Planning
Wheaton College 1997 — 1997
Clinical Psychology
Northwestern College 1991 — 1995
Bachelor of Science, Psychology, Biblical Studies
Brian Warren Brian Warren's Inlign Wealth Management Experience 2004 - 2006
Job Territory Manager at Masimo
Industry Medical Devices
Experience
Masimo January 2014 - Present
MMS- A Medical Supply Company September 2010 - January 2014
Prudential Financial 2006 - 2010
Inlign Wealth Management 2004 - 2006
Skills
Account Management, Sales, Sales Management, Sales Operations, New Business Development, Strategic Planning, Contract Negotiation, Selling, Negotiation, Cold Calling, Medical Devices, Customer Service, Sales Process, Team Building
Education
Arizona State University, W. P. Carey School of Business 2002 — 2006
Accounting
Masimo January 2014 - Present
MMS- A Medical Supply Company September 2010 - January 2014
Prudential Financial 2006 - 2010
Inlign Wealth Management 2004 - 2006
Skills
Account Management, Sales, Sales Management, Sales Operations, New Business Development, Strategic Planning, Contract Negotiation, Selling, Negotiation, Cold Calling, Medical Devices, Customer Service, Sales Process, Team Building
Education
Arizona State University, W. P. Carey School of Business 2002 — 2006
Accounting
Jessica Dyer's Inlign Wealth Management Experience April 2007 - October 2007
Job Director of Development at Dallas Afterschool
Industry Nonprofit Organization Management
Experience
Dallas Afterschool May 2014 - Present
Perot Museum of Nature and Science July 2013 - May 2014
Perot Museum of Nature and Science January 2012 - July 2013
Museum of Nature and Science January 2011 - January 2012
H.O.P.E. Farm, Inc. September 2008 - December 2009
Inlign Wealth Management April 2007 - October 2007
Skills
Fundraising, Research, Strategic Planning, Volunteer Management, Donor Relations, Grant Writing, Special Events, Non-profit Development, Non-profit..., Campaign Execution, Creating Proposals, Non-profits, Public Relations, Museums, Microsoft Office, Press Releases, Event Management, Fundraisers, Social Media, Board Development, Newsletters, Nonprofits
Education
Texas State University 2002 — 2007
BA, General Mass Communications
Texas State University 2002 — 2007
BSAS, Applied Sociology
Dallas Afterschool May 2014 - Present
Perot Museum of Nature and Science July 2013 - May 2014
Perot Museum of Nature and Science January 2012 - July 2013
Museum of Nature and Science January 2011 - January 2012
H.O.P.E. Farm, Inc. September 2008 - December 2009
Inlign Wealth Management April 2007 - October 2007
Skills
Fundraising, Research, Strategic Planning, Volunteer Management, Donor Relations, Grant Writing, Special Events, Non-profit Development, Non-profit..., Campaign Execution, Creating Proposals, Non-profits, Public Relations, Museums, Microsoft Office, Press Releases, Event Management, Fundraisers, Social Media, Board Development, Newsletters, Nonprofits
Education
Texas State University 2002 — 2007
BA, General Mass Communications
Texas State University 2002 — 2007
BSAS, Applied Sociology
Katie Hodges's Inlign Wealth Management Experience June 2004 - December 2004
Job Independent Contractor
Industry Accounting
Experience
Independent Contractor January 2009 - Present
Grant Thornton LLP August 2005 - December 2008
Arizona State University August 2004 - May 2005
Inlign Wealth Management June 2004 - December 2004
Inter-Tel February 2003 - June 2004
Skills
Tax, CPA, SEC filings, GAAP, Tax Preparation, Accounting, Income Tax, Tax Accounting, US GAAP, Auditing, Tax Research, Sarbanes-Oxley Act, Partnership Taxation, Internal Controls, Corporate Tax
Education
Arizona State University - W. P. Carey School of Business 2004 — 2005
Masters, Taxation
Arizona State University - W. P. Carey School of Business 2001 — 2004
BS, Accounting
Independent Contractor January 2009 - Present
Grant Thornton LLP August 2005 - December 2008
Arizona State University August 2004 - May 2005
Inlign Wealth Management June 2004 - December 2004
Inter-Tel February 2003 - June 2004
Skills
Tax, CPA, SEC filings, GAAP, Tax Preparation, Accounting, Income Tax, Tax Accounting, US GAAP, Auditing, Tax Research, Sarbanes-Oxley Act, Partnership Taxation, Internal Controls, Corporate Tax
Education
Arizona State University - W. P. Carey School of Business 2004 — 2005
Masters, Taxation
Arizona State University - W. P. Carey School of Business 2001 — 2004
BS, Accounting
Jazmin Medina's Inlign Wealth Management Experience October 2006 - June 2007
Job MBA Candidate at Harvard Business School
Industry Entertainment
Experience
Harvard Business School August 2013 - Present
Warner Bros. Entertainment Group of Companies June 2014 - August 2014
Goldman Sachs March 2012 - July 2013
Goldman Sachs June 2009 - March 2012
Goldman Sachs June 2008 - August 2008
GenSpring Family Offices January 2008 - May 2008
KPMG Audit June 2007 - August 2007
Inlign Wealth Management October 2006 - June 2007
El Paso Corporation June 2006 - August 2006
Skills
Investments, Financial Modeling, Portfolio Management, Valuation, Equities, Investment Banking, Financial Analysis, Excel, Microsoft Office, Accounting, PowerPoint, Due Diligence, Word, Credit, Microsoft Excel, IPO, Credit Risk, Microsoft Word, Economics, Mergers, Analysis, Venture Capital, Finance, Capital Markets, LBO, DCF, Capital IQ, Bloomberg, Risk Management, Hedge Funds, Business Valuation, Leveraged Finance, Corporate Finance, Private Equity, Fixed Income, Mergers & Acquisitions, Strategy, Equity Research, Alternative Investments, Derivatives, Financial Services, Bloomberg Terminal
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Tech Media, Entertainment
Arizona State University, W. P. Carey School of Business 2005 — 2009
BS, Finance
Harvard Business School August 2013 - Present
Warner Bros. Entertainment Group of Companies June 2014 - August 2014
Goldman Sachs March 2012 - July 2013
Goldman Sachs June 2009 - March 2012
Goldman Sachs June 2008 - August 2008
GenSpring Family Offices January 2008 - May 2008
KPMG Audit June 2007 - August 2007
Inlign Wealth Management October 2006 - June 2007
El Paso Corporation June 2006 - August 2006
Skills
Investments, Financial Modeling, Portfolio Management, Valuation, Equities, Investment Banking, Financial Analysis, Excel, Microsoft Office, Accounting, PowerPoint, Due Diligence, Word, Credit, Microsoft Excel, IPO, Credit Risk, Microsoft Word, Economics, Mergers, Analysis, Venture Capital, Finance, Capital Markets, LBO, DCF, Capital IQ, Bloomberg, Risk Management, Hedge Funds, Business Valuation, Leveraged Finance, Corporate Finance, Private Equity, Fixed Income, Mergers & Acquisitions, Strategy, Equity Research, Alternative Investments, Derivatives, Financial Services, Bloomberg Terminal
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Tech Media, Entertainment
Arizona State University, W. P. Carey School of Business 2005 — 2009
BS, Finance
Mason Longstreth, CPA/PFS, CFP®'s Inlign Wealth Management Experience 2003 - 2007
Job Senior Wealth Advisor at TFO Phoenix
Industry Financial Services
Experience
TFO Phoenix Inc. December 2011 - Present
GenSpring Family Offices 2007 - December 2011
Inlign Wealth Management 2003 - 2007
Skills
Wealth Management, High Net Worth..., Investment Advisory, Tax, CPA, Insurance, Tax Advisory, Personal Tax Planning, Family Office, Certified Financial..., Wealth Management..., Estate Planning
Education
Arizona State University
Masters, Accounting - Taxation
TFO Phoenix Inc. December 2011 - Present
GenSpring Family Offices 2007 - December 2011
Inlign Wealth Management 2003 - 2007
Skills
Wealth Management, High Net Worth..., Investment Advisory, Tax, CPA, Insurance, Tax Advisory, Personal Tax Planning, Family Office, Certified Financial..., Wealth Management..., Estate Planning
Education
Arizona State University
Masters, Accounting - Taxation
Amy Bradshaw's Inlign Wealth Management Experience May 2006 - June 2007
Job Investment Consultant Concierge Services at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard November 2011 - September 2013
The Vanguard Group October 2009 - November 2011
The Vanguard Group July 2008 - October 2009
The Vanguard Group June 2007 - July 2008
Inlign Wealth Management May 2006 - June 2007
Skills
Series 63, Investments, Series 6, Financial Analysis, Series 7, Mutual Funds
Education
Arizona State University 2004 — 2006
Bachelor of Science, Finance
Vanguard September 2013 - Present
Vanguard November 2011 - September 2013
The Vanguard Group October 2009 - November 2011
The Vanguard Group July 2008 - October 2009
The Vanguard Group June 2007 - July 2008
Inlign Wealth Management May 2006 - June 2007
Skills
Series 63, Investments, Series 6, Financial Analysis, Series 7, Mutual Funds
Education
Arizona State University 2004 — 2006
Bachelor of Science, Finance
Joshua Harms's Inlign Wealth Management Experience January 2003 - October 2007
Job Partner at Grant Thornton
Industry Accounting
Experience
Grant Thornton November 2007 - Present
Inlign Wealth Management January 2003 - October 2007
Skills
Partnership Taxation, Tax Research, Corporate Tax, Income Tax, CPA, Tax Accounting, International Tax
Education
Arizona State University 1997 — 2002
MTAX, Taxation
Grant Thornton November 2007 - Present
Inlign Wealth Management January 2003 - October 2007
Skills
Partnership Taxation, Tax Research, Corporate Tax, Income Tax, CPA, Tax Accounting, International Tax
Education
Arizona State University 1997 — 2002
MTAX, Taxation
Erik Gunson's Inlign Wealth Management Experience 2007 - 2007
Job Consultant at Deloitte Tax
Industry Accounting
Experience
Deloitte Tax LLP 2008 - Present
Inlign Wealth Management 2007 - 2007
Education
Brigham Young University 2001 — 2008
MAcc, Accounting
Deloitte Tax LLP 2008 - Present
Inlign Wealth Management 2007 - 2007
Education
Brigham Young University 2001 — 2008
MAcc, Accounting
Damon Miller's Inlign Wealth Management Experience 2006 - 2007
Job Executive Committee Member at TFO Phoenix
Industry Financial Services
Experience
TFO Phoenix November 2011 - Present
GenSpring Family Offices 2007 - November 2011
Inlign Wealth Management 2006 - 2007
JPMorgan June 2004 - June 2006
Bank One July 2002 - June 2004
Andersen June 2000 - June 2002
Skills
Investments
Education
Arizona State University 1996 — 2000
BS, Global Business/Finance
TFO Phoenix November 2011 - Present
GenSpring Family Offices 2007 - November 2011
Inlign Wealth Management 2006 - 2007
JPMorgan June 2004 - June 2006
Bank One July 2002 - June 2004
Andersen June 2000 - June 2002
Skills
Investments
Education
Arizona State University 1996 — 2000
BS, Global Business/Finance
Andrew Klemmer, CPA's Inlign Wealth Management Experience May 2004 - December 2007
Job CFO at All Saints' Episcopal Day School
Industry Education Management
Experience
All Saints' Episcopal Day School February 2009 - Present
GenSpring Family Offices January 2008 - February 2009
Inlign Wealth Management May 2004 - December 2007
EY April 2002 - May 2004
ARTHUR ANDERSEN (Official) June 1999 - April 2002
Skills
Community Outreach, Event Planning, Nonprofits, Public Speaking, Teaching, Program Development, Fundraising, Marketing, Financial Analysis, Management, Financial Planning, Customer Service, Microsoft Office, Strategy, Finance, Strategic Planning, Financial Reporting, Leadership
Education
American University 2002 — 2004
MS, Taxation
Trinity University 1996 — 1999
Bachelor of Science (BS), Business Administration (Accounting/Finance)
All Saints' Episcopal Day School February 2009 - Present
GenSpring Family Offices January 2008 - February 2009
Inlign Wealth Management May 2004 - December 2007
EY April 2002 - May 2004
ARTHUR ANDERSEN (Official) June 1999 - April 2002
Skills
Community Outreach, Event Planning, Nonprofits, Public Speaking, Teaching, Program Development, Fundraising, Marketing, Financial Analysis, Management, Financial Planning, Customer Service, Microsoft Office, Strategy, Finance, Strategic Planning, Financial Reporting, Leadership
Education
American University 2002 — 2004
MS, Taxation
Trinity University 1996 — 1999
Bachelor of Science (BS), Business Administration (Accounting/Finance)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY