Village Tax & Financial Services
Oct 05, 2012 10:14AM
Photo by Dante Fontana, © Style Media Group.
Describe your business.
Our group of financial professionals provides comprehensive financial planning, investment management, retirement planning, tax preparation, accounting, bookkeeping and payroll services to individuals and small businesses in South Placer and Sacramento Counties. We formed the business as a strategic decision to combine our talents and experience to best help our clients.
What was the first job you ever had, and what did you learn from the experience?
Right out of college I worked as an account executive in the group sales department at Marriott’s Great America (now California’s Great America) theme park in Santa Clara. It was a fantastic job because I was able to learn about working in a sales environment with executives from some of the top companies all over northern California. Plus, I could ride roller coasters during my lunch break!
How are you involved with both the community and your customer?
I enjoy volunteer work and am heavily involved in several nonprofits, including Sons of Norway, a fraternal benefits organization. I am also on the board of my church and have served as president of the Kiwanis Club.
If you could be any other profession, what would it be?
Without a doubt I would be a teacher. As it is now, about 50 percent of what I do is helping my clients understand the financial world. I think I would have been a pretty good high school history or maybe math teacher. I love making kids think and laugh; not necessarily in that order though.
And finally, customer service is…?
Listening to my clients’ needs, questions, goals and dreams and providing them with choices and guidance that exceeds what they’ve seen or heard in the past. Then I keep in touch with them – hopefully more frequently than they expect – and return phone calls and emails within the same day. Did I mention listening?
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