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Katlynn Cole

Director of Tax Services at L&M Wealth Management

  • LinkedIn

Email Email: k****@bspcpa.com

phone noPhone Number: (***)-***-****

Director of Tax Services at L&M Wealth Management and New York State licensed CPA. Focused on finding solutions beyond the obvious and helping clients reach their goals through tax planni...

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L&M WEALTH MANAGEMENT

L&M WEALTH MANAGEMENT

  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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L&M Wealth Management Org Chart and Mapping

Joseph Lipsitz

Chief Executive Officer & Financial Advisor

VP-Level
VP-Level
Employees

Robin Claypool

Senior Supervisory Sales Assistant

Al Dixon

Professional Fundraising

Karen Young

Director of First Impressions

Donna Menza

Senior Financial Represenative

Kristan Bruhn

Investment Advisor Representative

Frequently Asked Questions Regarding Katlynn Cole

Answer: Katlynn Cole works for L&M Wealth Management as Director of Tax Services

Answer: Katlynn Cole’s role in L&M Wealth Management is Director of Tax Services

Answer: Katlynn Cole's email address is k***@gmail.com

Answer: Katlynn Cole's business email address is k****@bspcpa.com

Answer: Katlynn Cole’s direct phone number is (***)-***-****

Answer: Katlynn Cole works in the industry of: Financial Services

Answer: Katlynn Cole is the current Director of Tax Services at L&M Wealth Management.... Read More

Answer: Katlynn Cole works L&M Wealth Management located at 3820 Sheridan Dr, Amherst, New York, 14226, United States

Answer: L&M Wealth Management's Director of Tax Services is Katlynn Cole

Answer: Katlynn Cole contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@bspcpa.com

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