- Certified Financial Planner
Gary A. York, Certified Public Accountant, Certified Financial Planner. From that more than humble beginning, has built a CPA firm that handles over 1,700 tax returns with clients in 38 different states. Has also grown in providing services to our clients that compliment the income tax planning and preparation. Gary is a firm believer that each year his client’s net worth should be growing – just saving taxes is not enough these days, designed to save you taxes while protecting your assets.