Greenlee, CPA

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Description

I am CPA/PFS and also a Realtor® ** . Realty clients is all I serve. Whether you are fellow Realtor®, or you own a farm, invest in residential rental or commercial properties, vacation homes, or interest in mineral rights, my duty is to provide you the highest quality, affordable and timely compliance and planning guidance to assist you in maintaining and developing wealth in real estate assets.

After 28 years of experience in the capacities of CFO, pension consultant, investment advisor and comprehensive financial planner, I can provide the proper guidance and access to the highly qualified professionals to solve your Real Estate service needs.

In 2007, I had accumulated enough royalty interests that operating a large CPA practice was no longer necessary. I wanted to concentrate at being the best at just one thing - providing valuable service and guidance to families who know how to work hard, enjoy the precious moments of life, and maintain their wealth for future generations. We are ready to serve your family with these same guiding principles.

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