mr. gervais is president of the firm gervais & associates, p.c., certified public accountants. a graduate of fort lewis college in accounting, he has practiced public accounting in colorado since 1986. he is a member of the american institute of certified public accountants and the colorado society of certified public accountants. his is accredited in business valuation by the american institute of certified public accountants. he received his master degree from the university of denver colleges of law and business administration (graduate tax program, june of 1994).... See More
Highlights: Cash Flow Planning, Charitable Planning, Closely Held Business Planning, Education Planning, Elder Planning, Employee Benefits/Executive Compensation, Estate, Gift and Wealth Transfer Planning, Fundamental Financial Planning Knowledge & Skills, Individual Tax Planning, Insurance Planning/Risk Management Planning, Integrated Personal Financial Planning, Investment Planning (withouit AUM or product sales), Retirement Planning, Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.), Wealth Management/Investment Advisory Services