Here’s what’s going on at Multop Financial:
We are pleased to announce our newest members to Multop Financial:
Michael Lamoreaux, CPA, MS Taxation
Michael joins us as the new Tax Department Manager, and one of our lead tax accountants for the upcoming tax season and beyond.
Bill Chatham, CPA
Bill has been working at Multop Financial for several months, and continues to provide expertise in the business accounting department as a CPA for our monthly clients, along with Chris Harrell our staff accountant.
Gayle Miller
Gayle is our newest friendly face at the reception desk. She will provide customer service and business management in the front office.
Casey Rigby
Casey is our bookkeeping and front office assistant. Supporting our staff in many areas of the business, Casey is a big help to all of us.
Visit “About our Team” for professional profiles on all members of the firm, including these newest members.
Multop Financial is proud to announce our Eleventh place ranking among over 350 independent financial representatives with Pacific West Securities, Inc. With assets under management reaching almost $80million, and a stellar record of professionalism, Phil Multop is pleased to see exceptional growth in the financial planning department; a direct result of the dedication, education and customer service provided by the department’s fine staff.
Going Paperless: We are happy to implement our Document Management System that will help organize and secure the digital archiving of our clients’ confidential information while also helping our environment through less use of paper. Multop Financial will be a completely paperless firm by the end of 2010.
Congratulations to Phil Multop, as being named in the top 4% of wealth managers in the Pacific Northwest. “Five Star Professionals” honors the best-of-the-best in the April issue of Seattle magazine. Stay tuned for the link to see Multop Financial named among the top firms in the greater Puget Sound area.
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Securities offered through:
Pacific West Securities, Inc.
555 S. Renton Village Place, #700
Renton, WA 98055
Member FINRA/SIPC
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Advisory services offered by:
Pacific West Financial Consultants, Inc.
555 S. Renton Village Place, #700
Renton, WA 98055
Member FINRA/SIPC
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Multop Financial was recently notified that we will be featured in an upcoming issue of Forbes magazine; once again being named one of the Top 10 Most Dependable Wealth Managers of the West. |
