Truth Before Facts

Phone: 602.522.2234
Email: tim@minertfinancial.com

Advisors

Marla Ringling, CPA, CFP®, MT, CLTC

(208) 773-3888

Marla is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ who specializes in providing investment, insurance and financial planning services to individuals, small business owners and entrepreneurs. Her expertise includes estate and pension planning, living trusts, charitable gifting, retirement planning, college planning, cash flow analysis and taxation.

A partner in Wealth Management Strategies, LLC, Marla has spoken locally and nationally on tax related topics for the AICPA, Surgent McCoy CPE, LLC and various state societies. She co-authored the book Hard-Hitting Tax Saving Tips for Corporations.

Marla utilizes her knowledge and experience in advanced financial planning to bring real world, practical solutions to the financial and taxation dilemmas that many small business owners and individuals face.

She is married, has two sons, a lazy dog and a really really old cat.

Scott Viesselmann

(602) 697-9545

Scott Viesselmann has 29 years of experience helping clients design and implement pension plans, including 403(b), 401(k), SEP IRA, profit sharing, and defined benefit plans.

Scott R. Koesterer, CFP®

Investment Advisor Representative

(602) 274-6432

Scott is a fee-based financial planner focused on asset management, retirement planning, and business owner planning. His planning process covers these steps:

 

  • Advice, Consulting and Planning
  • Portfolio Modeling Analysis and Design;
  • Development and Investment Policy Statement;
  • Implementation, and
  • Ongoing Monitoring, Due Diligence and Reporting.

Scott’s planning process integrates asset allocation, active management, and tax management in a way that helps avoid uncompensated risks, capture manager skill, and reduce the impact of taxes with the goal of enhancing the client’s net total return over time.

William P. ‘Bill’ Dougherty, CPA, CFP®, PFS

(208) 773-7551

The owner and principal of Dougherty & Associates CPA’s since 1990, Bill is co-founder of Wealth Management Strategies LLC. He is an Accounting and Financial Services entrepreneur providing financial and tax advice for over 28 years in the Coeur d’Alene/Post Falls, Idaho area.

Bill has built a successful firm with a diverse clientele of regional and international individuals, businesses, trusts, and not-for-profits. His areas of expertise include tax planning, estate planning, investment portfolio selection, risk management and real estate investment strategies. Bill is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist, Real Estate Broker and Investment Advisor Representative.

Christinia Sardam, RP®

(602) 522-2234 ext 3

Christinia joined Tim’s team in 2011.  She is a Certified Registered Paraplanner™ from the College of Financial Planning and is FINRA Series 6 & 63 licensed. She has been in the financial industry for over 15 years. Christinia started her career in the financial industry in 1997 which has gained her extensive experience in client service. Assisting clients and the ability to act as a liaison on their behalf with attorneys, accountants, fund companies and portfolio analysis is one of her many strengths. 

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC (www.finra.org / www.sipc.org), to residents of: AZ, CA, CO, IA, KY,  NE, OR, 


Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Minert Financial are not affiliated.
Cambridge does not offer tax advice.

 

Investment products and services from this representative(s) available only to residents of Arizona (AZ), California (CA), Colorado (CO),  Iowa (IA) Kentucky (KY), Nebraska (NE), Oregon (OR), 
 
Fee-based investment advisory services from this representative(s) available only to residents of Arizona (AZ), California (CA), Colorado (CO), Iowa (IA), Kentucky (KY),  Nebraska (NE), Oregon (OR),  
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