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Cameron D. McCarty
Cameron, a lifelong Iowa resident, is a third generation financial professional. He implements the highest level of integrity, work ethic and professionalism to help retirees succeed like his grandfather did over 54 years ago.
In 1955, Cameron's grandfather, founded one of the nation's leading financial services companies that has built relationships with professionals around the country. And now as founder and president of Vivid Tax Advisory Services, LLC, Cameron focuses on helping his clients implement tax-saving strategies to protect their retirement and safe-guard their financial legacy.
Cameron and his wife live in Waukee, Iowa, and spend much of their time with family, traveling and enjoying sporting activities together.
Premier Tax Consulting
George is a Certified Public Accountant with over 25 years of experience, having worked with fortune 500 companies with a focus on federal, state and local income tax planning and compliance.
George owns and operates his own tax consulting business, Premier Tax Consulting, LLC, and prior to that was the National Director for a tax consulting firm working with research and development tax credits, export incentives and state and local tax issues.
George holds professional memberships with the American Institute of Certified Public Accountants and the Ohio Society of CPAs, and lives in Brunswick, OH, with his wife Tammy and two children.
Pearson Bollman Law
Matt grew up in northeast Iowa, and graduated from the University of Northern Iowa with a degree in Economics in 1995. He then attended the University of Denver, College of Law and graduated with a Juris Doctor in 2000. He moved to Seattle, Washington, and then to Phoenix, Arizona. Matt and his family moved back to Ankeny in 2008 to return to the family environment Iowa provides.
Matt’s practice focuses on estate planning, probate/trust administration and elder law. He often lectures to the public and to professional groups.
Matt's professional affiliations include: WealthCounsel; ElderCounsel; National Academy of Elder Law Attorneys (NAELA); Iowa Bar Association; VA Accredited Attorney; Elder Law Answers.
Steve is a retired educator after 31 years as a teacher, principal and supervisor in Urbandale, Des Moines, and Simpson College. He also has 12 years of experience in the insurance and financial services industry, mostly at the Principal Financial Group.
Steve has earned the 2018 National AHIP Medicare Certificate and is committed to helping clients make sense of their Medicare Supplement and Medicare Advantage options so they can choose a plan that meets their particular needs and goals.
Steve and Esther, his wife of 48 years, live in Des Moines and enjoy gardening, raising backyard chickens, biking nearly every day, traveling, and spending time with their 3 granddaughters.
Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with Vivid Tax Advisory Services, LLC. Vivid Tax Advisory Services, LLC is not affiliated or endorsed by the Social Security Administration or any government agency. © 2017 Vivid Tax Advisory Services, LLC.
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*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.