Marilyn J Kritzer, CPA
Marilyn is an accomplished accounting professional, whose problem solving skills and many years of experience enable her to handle almost any client’s tax or accounting question. Marilyn's work experience includes public accounting for a variety of industries and clients, and serving as the controller and practice manager with Lomas Eye Care, LLC.
Favorite things about working with GDC Financial Solutions?
Following the progress of clients, solving problems, and watching their success as they grow their businesses.
Finding ways to help clients cut costs, minimize taxes, and find additional funds.
Best Tip for Business Owners?
Be aware of your strengths that you bring to your company, and find good people to do the rest!
Proven results
• Manages GDC’s tax practice, assuring timely and accurate completion of tax returns
• History of successful medical practice management, including improving practice productivity and revenue by 300%
• Experience in developing and managing budgets for significant cost centers
• Strong knowledge of medical/business legal issues
• As controller and practice manager, prepared financial and tax documents for companies with gross revenue from $10,000 up to $10,000,000.
Education
University Of Washington, Seattle, Washington
Bachelors of Arts in Business Administration/Accounting
CPA Certification, State of Washington
Activities
Member, Washington Society of CPA’s
Past President, Seattle Chapter, Hadassah
Treasurer, Pacific Northwest Region, Hadassah
Benjamin Umek
Benjamin heads up the Client Services and bookkeeping area at GDC Financial Solutions, ensuring that clients receive accurate and timely financial reports for their companies.
Favorite things about working with GDC Financial Solutions?
I really enjoy working with Boyce Goff. He’s a good guy and he inspires loyalty. I also like solving problems for clients and getting the answers to any questions that they might have about their financials.
Best Tip for Clients?
Be careful with how you invest your money. If it sounds too good to be true, it most likely is!
Proven Results
Manage a large volume of client engagements; providing multiple levels of comprehensive service in a timely and efficient manner
Good problem solving skills; ability to track down information and answers efficiently
Adept at solving internal IT issues and implementing new software
Education
Ben plans to enroll in the University of Washington’s Business School in the Fall of 2010, majoring in business and accounting.
Activities
Spending time with his 3 ½ year old son
Reading and rock hounding
Chris Berry
Chris is the administrative assistant/office manager at GDC Financial Solutions. She ensures that the work flow is kept on schedule, forms are correctly filled out, and team members have the resources they need to get their jobs done.
Favorite thing about working at GDC Financial Solutions?
Having a supportive staff who help each other provide the best service to the clients.
Proven Results
Manages a large number of projects and filings
Problem solves and communicates with a variety of clients
Ensures a large and complex workflow efficiently and productively
Helps Boyce manage his time and workflow efficiently
Education
Bachelor of Arts Degree in Education from Western Washington University
Activities
Ski instructor with Lyon Ski School at Steven’s Pass
Mark Sterley
Mark specializes in helping clients in the following areas: investment advisory services, retirement and estate planning, life and disability insurance, and business planning strategies.
Favorite things about working with GDC Financial Solutions?
I like helping people and I like giving clients peace of mind about their financial planning.
Best Tip for Investors?
Pay yourself first, pay attention to protecting your assets with insurance, enjoy what you’ve saved, and start thinking now about what you want your legacy to be in life.
Proven results
Proven track record of matching best risk management products to meet client’s situations
Education
Northwest University, Kirkland, Washington
Bachelor of Arts degree in Business Management Administration, Cum Laude
CERTIFIED FINANCIAL PLANNER™ Professional, licensed for life and disability insurance and holds his 6, 7, 63 and 66 securities registrations
Activities
World Vision Financial Advisors Network for charitable giving
Alumni Association Board for Northwest University.
Active in the Pacific Northwest Soccer Community, including former player with Snohomish Skyhawks and captain of the Northwest soccer team and NAIA all-conference forward
Coaching youth soccer
Active member of the City Church
Corey Hansen, MScOD
Financial Advisor
Corey Hansen is business consultant and financial advisor with 25 years of experience focused on the success of business owners and professionals. He is also co-author of the book, “Best Practices of High Performance Entrepreneurs” (2006-2010). His goal is to help clients put in place best practices that can help accelerate growth and profitability and build a sustainable financial legacy. Corey has been featured in articles in Inc. Magazine (2008) and Go Magazine (2009).
A top graduate of Central Washington University, Corey has a double major in Business Management and Economics, and a Master of Science in Organizational Development. He is a former business owner in the US and New Zealand, and was a Certified Business Advisor with the Washington Small Business Development Centers for 13 years
Corey has worked with over 1,000 clients and dozens have made prestigious lists of the fastest growing, private-owned companies such as the Inc 500/5000, the Entrepreneur Hot 100, the Business Journal Hot 100 and many others.