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I am founder and
owner of Schorn Wealth Management and have worked
extensively in the financial field since 1985.
Originally as a CPA for a big eight CPA firm, in
1997 I combined this experience and my tax expertise
with investment advisory services to provide
cohesive sensible financial solutions to my clients.
As a wealth
advisor, my team and I provide comprehensive
strategies in the areas of investment
planning, retirement planning, estate planning, asset protection and tax
planning.
My professional
designations include the American Institute of
Certified Public Accountants' PFS designation (Personal Financial
Specialist) . I also have a Masters degree in Taxation.
Along
with the great joy that raising my children, Elias,
Thomas, Christopher and Sylvester, brings
me, I enjoy reading, golfing, cooking and deep sea fishing. |