[Hidden-tech] looking for accountant

Annamarie Pluhar annamarie at pluharassociates.com
Sun Jul 27 08:18:46 EDT 2008


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 :)
>
>
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