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What You Can Do Today to Help Your Tax Situation Tomorrow

00:56:00

Jun 7, 2021 12:30 PM

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Speakers

West Hunsaker
Partner and Attorney at Law @Morris Hall, PLLC
Prior to joining Morris Hall, West worked for over 12 years as a Vice President for JPMorgan Chase & Company in New York City. During this time he managed an $8 billion portfolio and served as a representative on an industry-wide team focused on legislative issues affecting banking costumers. In 2005, West joined Morris Hall with the desire to assist families and individuals to protect themselves and their loved ones. Since that time, he has helped Morris Hall grow throughout AZ and into NM.
Tim Kerrigan, J.D., M.B.A.
Owner & Principal @Clark Street Financial
Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals. To enhance the wealth-planning process, Tim strives to establish a comfortable environment that enables clients to explore all the possibilities available to them. Tim began his career with Salomon Smith Barney in Chicago, working with small business owners to implement financial solutions. After gaining experience in the financial planning industry Tim returned to graduate school to further his understanding of issues that impact his clients. While earning his law degree and Master’s of Business Administration, he started a real estate company that successfully completed a condo development project in the historic “Little Italy” North End neighborhood of Boston. Klingman & Associates in New York then provided him experience with a firm that focused primarily on comprehensive planning for professional athletes and affluent families.