Meet Krista Dempsey - Pantana CPA founder

Reid Trego introduces Krista Dempsey, the newest member of Goodwin Investment Advisory’s Investment Committee and founder of Pantana CPA. They discuss her experience as a CPA and her background in accounting. Krista talks about starting her own accounting firm in Woodstock, Georgia, and shares some details about the services they provide to small to medium-sized businesses. She also reveals that she enjoys mowing grass as a hobby and discusses her family life as an empty nester. Finally, they touch on the busiest times of the year for accountants and why filing taxes during the summer months can be advantageous.

If you are looking for a financial advisor to help you with tax minimization strategies and tax planning we have an amazing team of advisors that love to provide this service. Justin Pitcock is one of our Wealth Advisors and CFP® professionals who really enjoys helping people save money on their taxes.

If you want help managing and investing your money, or just a second opinion on your retirement plan, one of our CFP® professional wealth advisors would love to discuss your individual goals and options with you. Please reach out by scheduling a free 20 minute intro call with our Goodwin Investment Advisory consultant here.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.

Goodwin Investment Advisory is an SEC-registered investment adviser (CRD #131193), and this episode is produced by evanced.net. This podcast is for informational purposes only and is not investment advice or a recommendation to buy or sell any financial products, securities, digital assets, or other investments. It should not be used as the basis for any financial decisions. The host and/or guests may personally hold investments mentioned in this episode. All investments involve risk, and past performance does not guarantee future results. Please consult with a qualified financial adviser, tax professional, and attorney before taking action on any information shared.

By Tim GoodwinPublished On: October 25th, 2023