[Hidden-tech] looking for accountant

[Annamarie Pluhar]

You might ask Susan Wannemyr if this is up her alley. She's a  
financial advisor, not an accountant,  whom I found through this  
list. I think you want someone like her for advice on different way  
to handle investments and trusts.

She's great.  Smart, helpful and thorough.

Susan Wennemyr
The Davis Group

	work	(413) 387-6114
	work	swennemyr at finsvcs.com


Annamarie Pluhar

Pluhar Consulting
Helping organizations live their values

http://www.pluharconsulting.com
strategic solutions
facilitation
training
instructional design

802.451.1941
802.579.5975 (cell)




Annamarie



On Jul 21, 2008, at 4:53 PM, Lisa Woods wrote:

>    ** Be sure to fill out the survey/skills inventory in the  
> member's area.
>    ** If you did, we all thank you.
>
>
> I'm looking for an accountant that can help me manage my mothers  
> affairs.
>
> We will be putting her money in a special needs trust and possibly  
> a money market fund.
>
> I'm clearly out of my league here so I need to hire someone who  
> does this for a living.
>
> I welcome any suggestions, information or recommendations that  
> could steer me in the right direction.
>
> Thanks :)
>
>
> _______________________________________________
> Hidden-discuss mailing list - home page: http://www.hidden-tech.net
> Hidden-discuss at lists.hidden-tech.net
>
> You are receiving this because you are on the Hidden-Tech  
> Discussion list.
> If you would like to change your list preferences, Go to the Members
> page on the Hidden Tech Web site.
> http://www.hidden-tech.net/members

-------------- next part --------------
An HTML attachment was scrubbed...
URL: http://lists.hidden-tech.net/pipermail/hidden-discuss/attachments/20080727/fb87c377/attachment.htm