Ask me about…

Healthcare
Wealth Advisory Services

Gerard specializes in accounting, tax and consulting services to small businesses with an emphasis on professional firms. He provides individuals with tax planning financial planning, estate planning, estate administration, and investment management services. Areas of specialty include contract negotiations, compensation arrangements, entity selection, business operations, revenue cycle management, retirement plan design, insurance, and educational fund planning.

Education
Bachelor of Science, University of Alabama
Master of Arts, University of Alabama
Master of Tax Accounting, University of Alabama

Certifications
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Global Management Accountant® (CGMA®)
Accredited Estate Planner (AEP®)

Professional and Community Involvement
American Institute of Certified Public Accountants (AICPA)
Alabama Society of Certified Public Accountants (ASCPA)
Estate Planning Council of Birmingham
Rotary Club of Birmingham
Healthcare Leaders Association – Alabama and Birmingham Chapters
Community Food Bank of Central Alabama Board Treasurer