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Saturday, Mar 2, 2024

SPECIAL REPORT: Power Accountants

Think accounting can be routine? Well, consider one Valley accountant who encourages holistic financial planning that calls on clients to stretch for new meaning in their professional lives. Think accounting is dull? One rainmaker is a forensic accountant who often serves as an expert witness in adrenaline-drenched lawsuits involving fraud, divorce and wrongful termination; at one trial she had to go through three metal detectors to testify. Another had to hurriedly advise a client which records to grab and take with him as rioters approached his business. These are among the stories told by the Valley area’s power accountants – those identified by clients and peers as among the best-known, go-to financial advisors around. Read their stories: Matthew A. Burke Robert Grimes Donald Garrett William Wolf Maier Rosenberg Jonathan Jacobs Jay Mangel Barbara Luna

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