达琳Finzer
Cpa, csa, qka
主要
New Philadelphia, OH
Resident of Stone Creek, Ohio
意图 Team Member Since 1991
- 在意图, Darlene is responsible for leading the firm's Later Life Planning 服务 and is the director of 意图’s Employee Benefit Plan 审计 服务.
Topics or areas of expertise that Darlene can talk about (even in her sleep):
- 社会 security strategizing/situational maximization
- Medicare tax minimization analysis
- Legacy family planning
- Retirement readiness/financial fitness
- Fiduciary responsibility
How we know she knows what she's doing:
- She began her career in the accounting industry in 1989.
- Prior to joining the 意图 team in 1991 she worked at a local accounting firm.
- Darlene has been featured in several publications, such as Benefits Pro and Thompson 通讯 and has presented her expertise on a range of topics at numerous conferences.
- She earned her associate's degree in accounting technology from Kent 状态 University and later went on to complete her bachelor's degree in accounting.
- She is the recipient of the 8th annual Distinguished Alumni award from Kent 状态 University Tuscarawas.
- She was chosen as the inaugural winner of the Chet Stocker Award for Service to the Profession in 2013, which is presented annually by 意图 & 比较靠谱的赌博软件.
- Darlene was named the inaugural Accountant of the Month by 会计 Today.
- Darlene earned the designation of Certified Senior Advisor (CSA) in May 2007.
- She earned her AICPA Advanced Defined Contribution Plans 审计 Certificate in March of 2017.
- Darlene earned her National 社会 Security Advisor Certificate in 2019.
Furthering her professional development, Darlene is involved with:
- The American Institute of CPAs
- The Ohio Society of CPAs (Employee Benefit Plan 审计 Conference planning committee)
- The American Society of Pension Professionals and Actuaries (certified 401(k) plan administrator)
- The Society of Certified Senior Advisors (holds certified senior advisor credentials)
- Tuscarawas County University Branch District Board of Trustees for Kent 状态 University
When she's not in the office, you can find her:
- Staying productive around her family's farm
- Attending truck and tractor pulls and Sprint car and NASCAR races (and an occasional donkey race)
- Working on projects for charitable causes, such as making teddy bears for Victory Junction Gang Camp, blankets for Project Linus and homemade dog treats for various events and organizations.
Darlene is involved in her community:
- Full Life Center (board member and volunteer)
- Alzheimer's Association (volunteer)
- Member of Senior 服务 Network of Tuscarawas County
- United Way Pledge Drive Volunteer
Inside The Mind Of...
- What does "A Brighter Way" mean to you? To me, "A Brighter Way" means not just the ordinary - a genuine extra effort.
- What line of 真实之路 describes you the best? Choose to be positive, every day. & Take your work personally.
- What do you consider to be your "brightest" quality? My ability to multi-task. Oh wait, that is actually supposed to be a bad quality. It would have to be my willingness to share with others.
- What is your most memorable moment at 意图? Besides passing the CPA exam, I am proud to say that I had the opportunity to meet Mr. 意图.
只是为了好玩:
- What did 10-year-old you want to be when you grew up? 一个会计
- What profession would you choose if you didn't go into accounting? Professional philanthropist - if I could afford it.
- What is your most prized possession? 人 may think this is my animals (and they are very important to me) but, I would have to say it is pleasant memories with family and friends
A hardworking, easy-going, quiet professional who enjoys personal space and time. According to Richard Simmons (yes, that Richard) I have a kind soul.