Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Income taxation for individuals and entities
- Bookkeeping, accounting and financial statement preparation
- Payroll generation and payroll tax reporting
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- How can I more wisely manage my money?
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Vicki began her career in the public industry sector. There she served as manager of accounting, budgeting and forecasting functions. She joined David in his practice fifteen years ago. With David, she is the co-author of "8...
Vana began her career at David F. Bott, CPA/PFS, P.C. in an upper-level administrative position and almost immediately became our Office Manager. She has now moved into a qualified practitioner status by passing the strenuous exams for...