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Wealth Management Services of Austin, LLC, founded 2005
http://www.wealthaustin.com
Gillespie Financial Services, founded 1996
- Provide investment advisory services and estate planning
- Prepare financial plans for business and individual clients
- Perform budgeting and buy vs. lease analysis
- Advise on investment vehicles, risk, measures of return, portfolio management and measurement, investment strategies, and use of tax efficient investing
- Develop retirement needs analysis, retirement plan selection for businesses, and analysis of investments for retirement plans
- Inform clients of retirement plan distribution rules, alternatives, and taxation
- Counsel businesses and individuals on property and casualty insurance, health, disability, and long-term care insurance
- Perform analysis and evaluation of insurance risk exposure
- Advise on estate planning, especially the methods of property transfers at death, gifting strategies, gift taxation, the types, features, and taxation of trusts, and the deferral and minimization of estate taxes
- Consult on numerous issues, including business start-ups and planning for taxes
- Provide accounting services, mainly tax return preparation for individuals, corporations, partnerships, trusts, and out of state returns, and bookkeeping services
- Testify (in administrative law proceedings) as expert witness in utility issues regarding electric and telephone cases for client companies
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States: Texas
Exams passed: Series 7, 6, Series 63, Series 65
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 Certified Public Accountant
 CERTIFIED FINANCIAL PLANNER (tm) |
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Public Utility Commission of Texas, 1985-1997
Assistant Manager, Financial Review Division
Assistant Director, Telephone Division
- Managed numerous staff members during utility rate case proceedings
- Conducted field audits of utility companies
- Prepared expert witness testimony and supported recommendations during testimony
- Proficient with computerized financial models
- Represented the PUCT on the National Association of Regulatory Utility Commissioners (NARUC) Staff Subcommittee on Accounts
Kurt K. Rech & Assoc., 1984-1985, Staff Accountant
- Prepared individual, partnership, estate, trust, and corporate tax returns
- Performed and prepared write-ups, bank reconciliations, general ledgers, trial balances, financial statements, and payroll
Petroleum Data Services, 1983-1984, Staff Accountant
- Audited tax returns of client banks for potential windfall profit tax refund
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