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For additional information
info@inconcertfinancialgroup.com
Tom Biesheuvel, Partner, CEO
trb@inconcertfinancialgroup.com
Business and Personal Financial Consulting, Taxes, Real Estate
For investments: tbiesheuvel@berthelrep.com
Rich Scarpa, Partner, CFO
ras@inconcertfinancialgroup.com
Business and Personal Financial Consulting, Accounting, Taxes
Leslie Philbrook, MBA, SPHR, COO
lphilbrook@inconcertfinancialgroup.com
Business Coaching and Consulting Practice Manager
Bob Leet
bleet@inconcertfinancialgroup.com
Senior Strategic Advisor
Jeff MacAskill
jmacaskill@inconcertfinancialgroup.com
Accounting Practice Manager
Sara Raby
sraby@inconcertfinancialgroup.com
Tax Manager
Shannon Fail,
MBA, Registered Representative
sfail@inconcertfinancialgroup.com
Wealth Management Practice Administrator
Amelia Ma
ama@inconcertfinancialgroup.com
Accounting Consultant
Anna Lizza Regines
aregines@inconcertfinancialgroup.com
Office Administrator/Client Services Coordinator
Rebekah Burchard
rburchard@inconcertfinancialgroup.com
Tax Services Administrator
*Registered Representative of and Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Heritage Capital and InConcert Group are independent of BFCFS. This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Connecticut, Idaho, Michigan, New Hampshire, Nevada, Texas, Washington and Wyoming.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent or IA rep may only transact business in a paticular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment advisor, BD agent or IA rep requirements, as the case may be.
Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator.
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