Patrick Logue CFP, CSLP
Certified Student Loan Professional, Certified Financial Planner @Prudent Financial Planning
Patrick Logue is a Naples, FL based Financial Planner serving clients locally and throughout Southwest Florida. Patrick works with young professionals, doctors and lawyers in areas of comprehensive financial planning, student loans, investing, cash flow, insurance, tax planning and retirement planning. Patrick is a Certified Student Loan Professional (CSLP®) and has the advanced knowledge required to provide high quality student loan repayment planning advice within the scope of a holistic financial plan. As a fee-only financial advisor, Patrick is fairly compensated for his time and expertise and does not sell any products (like insurance or annuities) or earn commissions in any way.
Trisch Garthoeffner ABV, CVA, MAFF, EA
Certified Valuation Analyst @Anchor Business Valuations, LLC
Trisch is the founder and managing member of Anchor Business Valuations & Financial Services, LLC (ABVFS). She has over 15 years of experience in providing business valuation and consulting services. She is an Accredited in Business Valuator (ABV) through the AICPA, a Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) through NACVA, an IRS representative (Enrolled Agent or EA) and a court certified expert witness. Additionally, Trisch has her master’s in accounting with a concentration in business valuations (MAcc). Anchor Business Valuations & Financial Services, LLC specializes in the determination of value for estate and gift taxes, mergers and acquisitions, shareholder/partner planning, business corporation law, matrimonial matters, shareholder disputes and various other employee, tax, and litigation matters.