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Estate Planners in Arizona

Estate Planners in Tucson, AZ

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6 results found

Karen Little Tucson, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Data Entry Specialist • Data Scientist • Paralegal • Litigation Support Specialist • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Secure estate management - Tempe, AZ
Estate planner
Company:
Asset preservation specialist - Phoenix, AZ
Estate planner

Skills

Phone Sales, Out Side Sales, Office, Research, Customer Service Relationships, Multi-tasker,...
Full Profile

Thom Rooney Tucson, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Managing Member • Manager • Operations Manager • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Analyst • Analysts

Experience & Education

Position:
Managing Member at AZ Southwest CPA Services, PLLC, Shareholder at Thomas G. Rooney, CPA, P.C.
Title:
Managing Member at AZ Southwest CPA Services, PLLC
Location:
Tucson, Arizona Area
Industry:
Accounting
Work history:
AZ Southwest CPA Services, PLLC - 4720 N. Oracle Road, Suite 100-AManaging MemberThomas G. Rooney, CPA, P.C. Shareholdersince Jun 2007
Certifications:
Certified Valuation Analyst, National Association of Certified Valuation Analysts (NACVA)
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Beth Kruchek Tucson, AZ

Professions & Specialties

Puchasing and Estimating Manager • Owner • Manager • Chief Executive • Operations Manager • Law Specialist • Law Clerk • Lawyers • Judicial Law Clerk • Financial Manager

Experience & Education

Position:
Owner/manager at Kruchek Law, PLLC
Title:
Owner, Kruchek Law, PLLC
Location:
Tucson, Arizona Area
Industry:
Law Practice
Work history:
Kruchek Law, PLLC - Tucson, ArizonaOwner/managersince Mar 2013Arizona Court of Appeals Law ClerkAug 2003 - Aug 2006
Skills:
Wills, Trusts, Estate Tax Planning, Powers of Attorney, Living Will, Anatomical Gift Registration,...
Estate Planner Legal Network
Full Profile

Shannon Trezza Tucson, AZ

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Paralegal • Litigation Support Specialist • Financial Manager • Operations Manager

Experience & Education

Position:
Owner at AZ Statewide Paralegal
Location:
Tucson, Arizona Area
Industry:
Legal Services
Work history:
AZ Statewide Paralegal Ownersince Aug 2006American Airlines International AAdvantage Resolution1991 - 2005
Certifications:
Arizona Certified Legal Document Preparer, AZCLDP, Arizona Supreme Court
Certified Estate Planner, CEP®, National Institute of Certified Estate Planners®
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John Everhart Tucson, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Chairperson • Chief Executive • Financial Manager • Operations Manager • Deliveryman • Organization Management • Courier

Experience & Education

Position:
Agent at copperstate Insurance
Location:
Tucson, Arizona Area
Industry:
Insurance
Work history:
Copperstate Insurance Agentsince Aug 2006Bisbee rotary club Former member2006 - 2012
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Michelle Shepis Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Director • Operations Manager • Nurse Practitioner • Psychology Specialist • Financial Manager

Experience & Education

Work

Company:
Brightstar home care - Tucson, AZ
Home health case manager
Company:
Crdentia home care - Tucson, AZ
Director of nursing

Skills

Nurse Case Manager , Extensive wound and IV experience.
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Sub-specializations

Estate Planner  (6)