Our Press Releases
Paraklete® Financial, Inc. Expands its Footprint with New Office in Gainesville, FL
Gainesville, FL – May 13, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, proudly announces the opening of its newest office in Gainesville, Florida. This strategic expansion highlights the company’s dedication to providing top-tier financial services and personalized guidance to clients in the Gainesville area and beyond. The Gainesville office is led by William Jones, CPA/PFS a highly regarded tax advisor with an illustrious career spanning over 20 years. Will’s extensive expertise in tax and estate planning has earned him recognition as a leader in the industry. “I am delighted to join the Paraklete® Financial team and lead our efforts in the vibrant community of Gainesville,” said Will Jones. “Our mission is to empower individuals, families, and businesses with the knowledge and strategies they need to achieve their financial goals and secure their financial future.” “We are excited to bring Paraklete® Financial’s renowned client-centric approach to Gainesville,” said
Paraklete® Financial, Inc. Expands its Presence with New Office in Newport Beach
Newport Beach, CA – May 6, 2024 – Paraklete Financial, Inc., a leading financial advisory firm, announces the opening of its newest office in Newport Beach. This expansion marks a significant milestone in the company’s growth strategy and commitment to serving clients in Southern California. The Newport Beach office is led by Sandy Heit, CPA / PFS, a tenured CPA with a proven track record of delivering personalized and integrated financial solutions to clients. With over 20 years of experience in tax compliance and tax and estate planning, Sandy brings a wealth of expertise and a dedication to helping individuals and businesses achieve their financial goals. “We are thrilled to establish a presence in Newport Beach and expand our reach in Southern California,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. “Sandy’s leadership and expertise will be instrumental in delivering our unbundled virtual family office (UVFO)
Upcoming Event: PFSLive! Comes to Dallas, Texas
Event Details — Date: May 29-30, 2024 Location: Dallas, Texas As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Dallas, Texas with PFSLive!. Tom Tillery is a seasoned expert in the field of personal financial planning, with decades of experience helping individuals navigate the complexities of managing wealth. As a sought-after speaker and educator, Tillery has empowered countless people to achieve their financial goals through his practical insights and strategies. At PFSLive!, attendees can expect an engaging and informative experience focused on key aspects of the personal financial planning process as proscribed by the AICPA’s Statement on Standards in Personal Financial Planning, No. 1. Tom will cover essential topics such as cash flow management, investment planning, retirement planning, estate planning,
Susan and Tom Tillery announce next Building a Fee-for-Service Personal Financial Planning Practice class
July 17-19 and 24-26, 2024 (virtual) – Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry, are delighted to announce their collaboration in teaching their signature course: “Building a Fee-for-Service Personal Financial Planning Practice”. The course is offered through their education company, Financial Planning Advocate, LLC. This comprehensive course is designed to provide aspiring CPAs and CPA financial planners with the knowledge and skills necessary to establish and grow a successful fee-for-service personal financial planning practice. The course qualifies for 24 hours of CPE credit. Susan M. Tillery, CPA/PFS, AEP® (Distinguished), MAcc is a highly respected Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with extensive experience in tax planning, estate planning, and wealth management. Her expertise and dedication to the profession have earned her recognition as a leader in the field. Thomas Tillery, MA,
Paraklete® Financial, Inc. Expands Operations to Nashville, TN.
Nashville, TN – April 24, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, is excited to announce the opening of its newest office in Nashville, Tennessee. This strategic expansion reflects the firm’s commitment to providing exceptional financial services and personalized guidance to clients in the Nashville area and surrounding communities. Heading the Nashville office is Linda M. Shepherd, CPA/PFS. With over 20 years of experience in tax compliance, tax and estate planning and business management services, Linda brings a wealth of knowledge and expertise to her leadership role. “We are thrilled to establish a presence in Nashville and expand our reach in Tennessee,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. Linda’s commitment to client success and comprehensive approach to financial planning make her a valuable asset to the Paraklete® Financial team.” “I am honored to join Paraklete® Financial and spearhead the Nashville
NOTE: The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. The information contained in our presentations have been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed.
