My Network
Todd Tresidder
Lorrie Jobe, CPA®
Lorrie Jobe, CPA®
Todd has a B.A. in Economics from University of California at Davis and was a Member of the Economics Honors Society and Dean's list.
Todd was a professional hedge fund investment manager starting back in the 1980's and was able to retire at the age of 35-years-old due to his success in managing that portfolio. He now runs his financial ed
Todd has a B.A. in Economics from University of California at Davis and was a Member of the Economics Honors Society and Dean's list.
Todd was a professional hedge fund investment manager starting back in the 1980's and was able to retire at the age of 35-years-old due to his success in managing that portfolio. He now runs his financial education practice at www.FinancialMentor.com which is a high-level, in-depth financial education course and training source for Tactical Asset Allocation, as he was an early pioneer and highly skilled in statistical and mathematical risk management systems for investing.
I am excited to have the opportunity to meet with Todd nearly every week for direct tutorship and inspiration and will be bringing some of his wisdom to our newsletters on a regular basis.
Lorrie Jobe, CPA®
Lorrie Jobe, CPA®
Lorrie Jobe, CPA®
Lorrie is a CPA®, Certified Public Accountant, and a high-level professional in the field of taxation with experience as a professor of graduate level taxation classes at Texas Tech University. She also served many years as a Tax Manager for various government entities in Washington, D.C. including Freddie Mac.
She now sits as a Tax Direc
Lorrie is a CPA®, Certified Public Accountant, and a high-level professional in the field of taxation with experience as a professor of graduate level taxation classes at Texas Tech University. She also served many years as a Tax Manager for various government entities in Washington, D.C. including Freddie Mac.
She now sits as a Tax Director and Practice Leader in a CPA firm based out of Plano and Austin, TX.
Lorrie is the official CPA for Pascolo Private Wealth Management and will be providing ongoing resources as well as additional wisdom to our newsletters on a regular basis.
Please reach out to Joshua@Pascolo271.com if you would like to see if Lorrie and her firm might be a good fit for your tax planning needs as well.
Coming soon!
Lorrie Jobe, CPA®
Coming soon!
I am currently in discussions with new potential Network members to help provide the Pascolo Private Wealth Management family with high-level professional services and resources in various related fields.
Please reach out to Joshua@Pascolo271.com if you have any recommendations of professionals that may be a great fit for our community.
So
I am currently in discussions with new potential Network members to help provide the Pascolo Private Wealth Management family with high-level professional services and resources in various related fields.
Please reach out to Joshua@Pascolo271.com if you have any recommendations of professionals that may be a great fit for our community.
Some upcoming specialists:
Debt and Collection Elimination
Real Estate Consultant
Legal Professional
Business Coach and Consultant
Auto and Mechanical Consultant