About The JPW Group
I am a 30 year resident of Nashville. Accounting was my undergraduate and graduate major with a concentration in tax. I am licensed by the U.S. Department of Treasury and I hold the EA and RTRP designations. I am a member of The Institute of Management Accountants, the National Association of Tax Professionals, and the National Association of Enrolled Agents. In addition to my experience in public accounting I have been employed by several of the largest financial institutions in the country. During that period I worked, behind the scenes, with financial advisors, designing strategies to solve their clients’ problems. In other words I was the advisor to the advisors.
Using the skill set, knowledge, and experience I’ve acquired in nearly 30 years of practice my mission is to provide businesses, business owners, and families assistance in developing and implementing strategies aimed at achieving their established goals, protecting their financial assets, minimizing their tax exposure, and living their dreams. My personal objective is to become a lifetime resource for each and every client.