Tax services that put people first
Conversations about your finances should be approached with openness and honesty, not fear and uncertainty.
After more than 20 years of helping clients manage their money and grow their businesses, we recognized the need to change the way individuals and small business owners work with financial consultants.
We believe in the value of educating every client, helping them understand the fundamentals of tax planning, and demonstrating the value of creating a long-term plan for growth and stability.
It might sound strange, but 2020 turned out to be the perfect time to bring our concept to life. From delayed tax filings and unemployment benefits to the payroll protection program and other pandemic-related concerns, our clients have benefitted from becoming more knowledgeable about the current financial landscape and how to find their path through it.
Glenn is a graduate of Florida State University and a Certified Public Accountant. He has worked in commercial banking, public accounting, and equipment finance but his passion is helping small businesses achieve their goals and helping individuals take full legal advantage of the tax laws. Glenn’s personal entrepreneurial pursuits include real estate development, equipment leasing, and outsourced financial services. He is married with two adult sons and enjoys reading, travel, and hiking.
Greg is a graduate of Georgetown University and a CFP,® Certified Financial Planner™ practitioner. At Somnio CPAs, his areas of focus include tax advice specific to retirement planning strategies, executive compensation and benefits strategies, domestic partner planning, family finances, and wealth preservation strategies. Outside the Somnio offices, you’ll find Greg playing golf; skiing; coaching basketball and lacrosse; or spending time with his wife, their three kids, and their golden retriever.
We’re proud to call Louisville home, but we know that we’re only as successful as the communities we serve. That’s why we’re committed to supporting the people, businesses, and organizations around us through meaningful partnerships, charitable donations, and ongoing education opportunities.
Set up a time to meet with Somnio’s experts and start designing a financial plan that works for you.
Disclosure
Professionals associated with Somnio Wealth may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Somnio CPA’s, and not affiliated with LPL Financial. Tax related services offered through Somnio CPA’s DBA Somnio Wealth. Somnio CPA’s is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.