Ivan Tidwell holds a Masters of Accountancy in taxation from Brigham Young University, and has provided tax preparation and planning services to clients since 2009. After seeing that many of his clients were not properly integrating tax planning into their overall financial goals, Ivan became a Certified Financial Planner (CFP) in order to pair the two. Actively licensed as both a CPA and CFP, Ivan combines an extensive knowledge of the tax strategy with top-tier investment advice to provide clients with a seamless holistic wealth management experience.