Scott R. Koesterer CFP®, ChFC®
I began as a financial advisor in 2000 and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2005. I have been working to provide personalized service to my clients, helping them reach their goals and dreams of financial independence ever since.
I spend a lot of my time meeting and talking with our clients, keeping current on the financial markets, economic news, and doing research for the portfolios that I manage for our clients. When I have the free time, I am out riding my road bike for fun and fitness, tending to my garden, or just spending time with my family and friends in beautiful Arizona.
I have a Bachelor of Science degree in business and have also earned the designations of CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant®. I currently hold the following FINRA Security Licenses: Series 7, 63, 65, and 24 in addition to life, health, disability, and long-term care insurance licenses.
Charles M. Hirlinger CPA, PFS
I have been a CPA for more than 30 years and I provide tax planning to our CPA clients as well as our financial planning clients. Tax planning is an important consideration in the work we do when creating a financial plan or an investment portfolio and I help our clients understand how taxes can impact their income and investment decisions.
The majority of my time is spent keeping current on any changes in tax law and servicing our CPA clients with payroll and accounting services.
In my free time I enjoy practicing my guitar, collecting vintage guitars and amplifiers and getting together with friends for an occasional barbeque and a game of darts.
I earned a Bachelor of Science degree in business administration with a double major in accounting and finance from the University of Central Missouri in 1982. I currently hold FINRA series 7 and 66 licenses and have earned the designation of Personal Finance Specialist and Certified Public Accountant. I am also the president of Hirlinger, PLC a full service CPA firm.