Meet the Money Doctors
We've assembled a volunteer panel of qualified CPAs that have attained the Personal Financial Specialists (PFS) credential for comprehensive financial planning to act as Money Doctors and answer questions from consumers regarding their financial planning issues. The program is offered as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues.
Chad has over 20 years of experience serving individuals and closely held businesses in the tax, assurance, accounting, finance and investment areas. He leads the wealth management practice in McGladrey’s Des Moines, IA office. Chad helps clients develop plans for cash flow, income tax, estate and gift, investment and retirement.
Gene has over 25 years experience providing financial and tax advice to individuals and small businesses. Gene is president of Professional Management, Inc. and specializes in physician and dentist wealth management. Gene is a member of the AICPA, OSCPA, PFS, and presently sits on the PFS exam review task force.
Leonard has appeared on Channels 8 in Las Vegas, Nevada and Channel 7’s annual tax tip line in Los Angeles, California, has numerous radio interviews across the United States, appeared in USAToday.com, quoted in MSNBC.com and MarketWatch.com, and has been a resource to The Orange County Register business department. He is currently a grass roots National Spokesperson for the American Institute of Certified Public Accountants.