| - OUR VALUES - |
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| Senior Tax Advisory Group truly believes that taxes are the foundation to great planning. Great planning takes a great team and Senior Tax has a GREAT TEAM! They bring service to client up to a new level and work every day to take that concept to others, transforming retirement one client at a time! |
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| We are determined to be your "ONE SOURCE for ALL your Retirement Needs" |
| Our team of Professionals stand ready to assist you with phenomenal customer service. |
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| The Senior Tax Family |
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Darian Andreson
President And CEO |
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April Andreson
Vice President |
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| Darian is an expert in the field of tax and retirement planning. He has been in the insurance industry since 1998 and has specialized in helping clients over the age of 50 with their unique retirement needs. |
April makes sure that the office runs smoothly in many different ways. Darian and April have been married for 22 years after dating throughout middle school. |
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Our Professionals have been assisting retirees and their families since 2002. STAG, is dedicated to the retirement community and is an innovative leader in this field.
What this means to you as a client is that all of our resources are dedicated to working with individuals in their 50's and older. We understand the unique issues that occur in each phase of retirement and offer solutions to you that bring financial security and Peace-of-Mind during their retirement years. |
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- OUR ADVISORS - |
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| Our seasoned and independent representatives have countless years of experience in providing clients with the best products and services available to help them achieve a more secure retirement. |
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Kathy
Financial Advisor
Rangewood Office |
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Kathy has been in the financial industry for 16 years. She is licensed with FINRA as a registered stockbroker, investment advisor and principle. Kathy has extensive experience with retirement, brokerage and general investing principles. She has been with Senior Tax for 9 years and is an integral part of our advisory team. |
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| - OUR TAX PROFESSIONALS - |
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| Our business focuses on advanced tax reduction planning. Many of our clients enjoy the benefits of lower income taxes. Our tax planning professionals have the experience and knowledge to aid in our quest of “Helping You Secure Your Financial Future”. |
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Steve F.
Tax Division Supervisor / Tax Advisor
Union Office |
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Steve F. is our full time Tax supervisor. He is a registered Enrolled agent – meaning he is an expert in taxes! Steve has been doing taxes for 18 years! He has been with Senior Tax Advisory Group for 4 years and runs our Union Tax office. Steve is ready to help any of our clients or advisors with tax questions or concerns. |
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- CLIENT SERVICES - |
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Christy
Client Services |
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Rona
Client Services |
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| - OUR LEGAL TEAM - |
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Spencer has been working with Senior Tax Advisory Group for 11 years and serves clients in conjunction with overall estate planning. |
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Spencer A. Gresham
Gresham Law Firm
President / Estate Attorney |
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Devon Coleman
Paralegal
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| Spencer Gresham is an Attorney at Law with Gresham Law Firm and a part-time Judge at the Colorado Springs Municipal Court. Spencer has been practicing law since 1985. He has served on the boards of the Colorado Springs Better Business Bureau Foundation, Colorado Teen Court, Colorado Springs Urban Peak, First National Bank, Pikes Peak Legal Aid Board, Pikes Peak Mental Health and the El Paso County Criminal Justice Advisory Board. He currently serves on the Cheyenne Village Board of Directors and on the board for the Nutrition Camp Fund for Children. |
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