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Announcing the opening of Paraklete® Financial's Marietta GA office
Susan Tillery, President of Paraklete® Financial, Inc. is pleased to announce the opening of their newest office.
Brad has over 15 years of public accounting experience with a focus on tax planning and compliance for small and medium sized businesses and their owners.
Brad has earned the prestigious Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accounts (AICPA), the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, in addition to the Certified Public Accountant (CPA) designation.
Brad earned a Master of Accounting degree from the Coles College of Business at Kennesaw State University. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA) and the Cobb Chamber of Commerce.
Ms. Tillery shared, "The opening of the Marietta office is one more step in the process of expanding Paraklete's practice nationally by providing professional financial planning services through CPA firms. We are pleased that Brad has joined our team and we are excited about the growth in fee for service financial planning services that are being made available to the public."
Paraklete® Financial, Inc. (PFI) is a fee for service financial planning firm. PFI provides integrated financial planning services to individuals and families, businesses, estates, trusts, charities and foundations without managing assets and without selling products. The firm also assists CPAs around the country with the integration of holistic financial planning into their practices.