Our Team

 

Daniel Porter, Financial Planner MBA*

Dan has been in the financial services business for over 25 years. He enjoys meeting people and helping them understand their investments and opportunities. He holds a Masters Degree in Business Administration and is an Investment Advisor Representative with SagePoint Financial, Inc.  He passed supervisory, securities and state law exams series 6, 7, 24, 63 and 66. He is an Estate Planner and a Licensed California Life, Health, Long-Term Care and Disability Insurance Agent. He establishes and maintains investment, retirement and rollover accounts as well as assists in developing financial strategies and plans.

 

 

 

 

Raymond H. Skidmore, Certified Public Accountant (CPA, MBT)**

Ray has over 35 years of experience in public accounting and income tax preparation. He holds two Masters' Degrees in Taxation and one in Accounting. He has been a college level instructor at California State University Northridge, and Moorpark College, and has taught CPA review courses at the University of California Santa Barbara.

 

Jerry S. Markell, Certified Public Accountant (CPA, MST)**

Jerry has over 30 years of public accounting and income tax preparation experience. He holds a Masters' of Science Degree in Taxation and a Bachelor's of Science Degree in Accounting Theory and Practice. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He is recognized for his numerous public speaking engagements on income tax law, and accounting policies and procedures.

 

 We’re looking forward to using our expertise to help you pursue your financial goals.

 

*Daniel Porter is a registered principal offering securities through SagePoint Financial, Inc.  Daniel Porter also offers advisory services through SagePoint Financial, Inc.

** Jerry Markell and Raymond Skidmore are not registered with SagePoint Financial. Inc.