Judy Bezler – Principal - Direct Point Advisors LLC
Judy focuses on painless and straightforward ways businesses can increase cash flow by maximizing government tax credits and incentives. Most companies realize several thousand to hundreds-of-thousands of dollars! We look for your savings in several key areas including:
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704-559-9323 (O)
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Pam Decker - Vice President, Financial Sales Manager II - First Citizens Bank
Pam Decker has over 25+ years of Banking Experience. She specializing in Business Relationships. She is very passionate about helping business owners reach their financial dreams by assisting them with their cash flow management. Pam won Charlotte’s Business Woman Extraordinaire in 2012. |
704-542-4209 (O)
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Craig Field, B. Acc CPA ABV- Alluvial Financial Management LLC
The mission of Alluvial Financial Management LLC is to provide Tax and Financial planning services for Entrepreneurs and their businesses. We are able to assist with tax and business start up advice, including international businesses investing in the US, tax and valuations for buy and sell business transactions and annual tax preparation and planning. Craig has over 30 years of experience in public accounting, tax and financial and business management. Previously employed at PWC in Johannesburg, South Africa Craig has more recently managed the Charlotte office of Taylor & Morgan CPA PC and Mel Jackson Tax Advisors, Mt. Holly, NC area. Craig recently wrote and passed the CPA exam, CFP exam, ABV exam and is a holder of the Series 65 investment license. |
704-927-1492 (O)
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