Mike Rosten, CPA, CFE of Piercy Bowler Taylor & Kern was the co-host for Scott Taylor on this episode of Financial Fridays. The show airs live every Friday at 3 pm on KLAV 1230 AM. To listen to the show, visit PBTK.com. Our guests this week included:
Dan Steffens Dan has more than 35 years of financial experience in the upstream oil & gas sector. His company, the Energy Prospectus Group (www.energyprospectus.com) is the premier networking site for investors focused on the energy sector. EPG members receive my monthly newsletter, “The View From Houston” and more than 100 individual company profiles each year. EPG luncheons in Dallas and Houston give our members that opportunity to meet the CEOs of some of the world’s most promising energy companies.
John Restrepo is the Principal of RCG Economics in Las Vegas, Nevada, where he directs the firm’s economic and financial consulting activities. For eight years, John was the Director of Financial Advisory Services in Las Vegas for Coopers & Lybrand LLP. Before joining Coopers & Lybrand in 1990, he managed the Las Vegas office of Mountain West Research, a regional economics firm based in Phoenix, Arizona. Prior to Mountain West, he was the Chief Operating Officer of a 40-person regional planning and civil engineering firm based in New Orleans. For 28 years, John has analyzed regional economic and real estate trends in a number of markets, including Nevada, Arizona, California, Texas, and the Southeast U.S. His clients include some of the most prominent private and public organizations in Nevada concerned with development and growth.
Dan Morris, CPA & Philosopher, partner in the San Jose CPA firm of Morris & D’Angelo. He is also the founder of the VeraSage Institute, a think tank dedicated to promulgating and teaching Value Pricing, Customer Economics, and Human Capital Development to professionals and businesses around the world;
Stan the Annuity Man, a.k.a. Stan Haithcock, is a nationally recognized expert on annuities known for his transparency, honesty, and endless research. He has spoken at every major financial trade show in the United States. He is rigorously independent, representing all major carriers that meet his uncompromisingly high standards. With a financial background that spans some of the major wirehouse organizations such as Dean Witter, Morgan Stanley, Paine Webber and UBS, Stan brings to his clients an informed clarity and “insider” wisdom that makes him extra careful and cognizant of risks and how to avoid them. In 2005, when Stand became Stan The Annuity Man he determined that each client deserved his undivided personal attention and that his mission was to become a trusted member of each client’s “Financial Team.” That meant he would be known for fly-to-your-home-coast-to-coast service. Today Stan does indeed have clients nationwide.
If you have any questions about anything discussed on the show, or if you would like to be a guest, please contact Financial Fridays host Scott Taylor at firstname.lastname@example.org or 702-384-1120. Scott W. Taylor’s tax practice focuses on services for a wide range of clients including real estate partnerships, limited liability companies, large and small closely-held corporations and not-for-profit organizations. He started with PBTK in 1992 and was made a Shareholder in January 2005. In addition to his tax work, he also provides services for business consulting, deal structuring, receivership and litigation support services.