Brad A. Tafoya has been with the firm since 1998 and is now a major shareholder. He attended Fort Lewis College where in 1992 he obtained his Bachelor’s Degree in Accounting. In 1993, he earned a Master of Science in Accounting from Colorado State University. Brad currently holds certificates as a CPA, AWMA and CFP.
Brad is active in many community organizations; the La Plata Economic Development Alliance, Big Brothers Big Sisters and Rotary just to name a few. He is also a graduate of the Leadership La Plata program.
When not at work, Brad “enjoys mother nature in every way possible”!
Brad is a Tax Accountant and Certified Financial Planner (CFP) that focuses on progressive planning for high net worth individuals and small business owners. Additionally, Brad is now a registered Life Planner. Instead of placing finances first, Brad's training will help you put your life's goals, dreams, hopes first. Then he brings in the finances. Passion based solutions for financial success.
He will help you make the right decisions and plan for a secure financial future!
Specialties: Tax Planning, Financial Planning, Retirement Planning, Estate Planning, Real Estate Advice and General Business Consulting.
You may contact Brad via email at [email protected].