Lance Grothe, CPA, CFP®
Tax and Financial Planner at Avantax Wealth Management℠- Claim this Profile
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Bio
Dave Gossett, CPA, CFP(r)
Lance is a great guy to help you make smart choices about your money!
Dave Gossett, CPA, CFP(r)
Lance is a great guy to help you make smart choices about your money!
Dave Gossett, CPA, CFP(r)
Lance is a great guy to help you make smart choices about your money!
Dave Gossett, CPA, CFP(r)
Lance is a great guy to help you make smart choices about your money!
Credentials
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Certified Financial Planner ®
Certified Financial Planner Board of Standards, Inc. -
Certified Public Accountant
State of Colorado
Experience
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Avantax Wealth Management®
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United States
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Financial Services
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1 - 100 Employee
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Tax and Financial Planner
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1995 - Present
Securities offered through Avantax Investment Services℠., Member FINRA, SIPC. www.finra.org, www.sipc.org. Investment advisory services offered through Avantax Advisory Services℠, Inc. Insurance services offered through an Avantax affiliated insurance agency. Securities offered through Avantax Investment Services℠., Member FINRA, SIPC. www.finra.org, www.sipc.org. Investment advisory services offered through Avantax Advisory Services℠, Inc. Insurance services offered through an Avantax affiliated insurance agency.
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Grothe Financial Svc
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United States
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Accounting
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CPA - Tax Planning & Compliance
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Jan 1993 - Present
Income tax planning and compliance for individuals and businesses.Colorado license 13328. Income tax planning and compliance for individuals and businesses.Colorado license 13328.
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Education
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Metropolitan State University of Denver
Master's Degree, Accounting & Tax -
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Princeton Theological Seminary
Master of Divinity (M.Div.) -
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University of Colorado Boulder
Bachelor of Science (B.S.), Business Finance
Community
