The Optimal Financial Group Names Jamie Finnen Managing Partner

Long term associate and national speaker now responsible for day to day operations at nationally recognized CPA and financial planning firm.
 
WILLIAMSBURG, Va. - March 14, 2014 - PRLog -- National CPA firm, The Optimal Financial Group has just named Jamie Finnen managing partner.

Mrs. Finnen received a Graduate Certificate in Accounting in 2005 and her Master of Accounting and Financial Management in 2006. Jamie has been in the accounting field for over 10 years, spending most of her professional career in public accounting.

Her clients range from real estate investors, doctors, lawyers, to construction contractors, internet marketers, and multi-million dollar companies.  The Optimal Financial Group is pleased to announce that Jamie Finnen has officially been named managing partner.

A graduate of Old Dominion University in 2002, she has been an associate with the firm for five years, concentrating her practice in the areas of tax preparation and real estate strategies. Jamie has been preparing returns for over 400 clients and manages the professional staff within The Optimal Financial Group organization.

Jamie is a sought after speaker at financial and real estate investment workshops throughout the United States.  She is a certified QuickBooks Pro adviser, certified in QuickBooks Financial Software, and a National Registered Tax Preparer.

Charles Dombek, CPA, and founder of the The Optimal Financial Group, describes Jamie as “a tremendous asset to the firm for building strong long-term relationships with clients.  She has taken the initiative to help our firm grow in multiple ways. It's an honor to say the least that Jamie has accepted this position of partner at The Optimal Financial Group. Jamie has also been instrumental in helping Optimal deliver top-notch client feedback resulting in top ratings and reviews (http://www.customerservicereviews.org/2000002964/The-Opti...) on http://www.CustomerServiceReviews.org.”

The Optimal Financial Group is a Certified Public Accounting firm that combines the best practices in the fields of law, accounting and financial planning to provide professionals and business owners with a service offering to meet their unique planning needs.

With the goal of providing comprehensive financial support across all major disciplines to include bookkeeping, tax filing, payroll processing, risk management, asset protection, entity structuring, tax mitigation, estate planning, asset allocation and wealth accumulation, The Optimal Financial Group delivers independent, unbiased advice and constantly strives to recommend what is in the best interest of their clients, not what is simply suitable.

This single source of advice and guidance ultimately shortens the time it takes our clients to reach their financial goals.  More information about Jamie, The Optimal Financial Group, its partners and services can be found at http://www.theoptimalfinancialgroup.com.

End
Source: » Follow
Email:***@theoptimalfinancialgroup.com
Tags:Reviews, Financial, Planning, Bookkeeping, Payroll
Industry:Accounting
Location:Williamsburg - Virginia - United States
Subject:Executives
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse



Like PRLog?
9K2K1K
Click to Share