Our Team

 

Daniel Porter, Financial Planner (MBA, CCEP)*

Dan has been in the financial services business for over 18 years. 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 a Certified Citadel Estate Planner, qualified tax preparer, 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 30 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 25 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.


Neal Portman, Certified Public Accountant (CPA, MST)**

Neal has over 20 years of experience in public accounting and income tax preparation. He also worked for the Internal Revenue Service for 5 years as a field auditor. He holds a Masters' Degree in Taxation and a Bachelor's of Science Degree in Accounting Theory and Practice. He has been a college level instructor for the University of California Los Angeles, teaching corporate taxation and the enrolled agents review course.

 

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

 

 

*Daniel Porter and Raymond Skidmore are registered representatives offering securities through SagePoint Financial, Inc.  Daniel Porter also offers advisory services through SagePoint Financial, Inc.

** Jerry Markell and Neal Portman are not registered with SagePoint Financial. Inc.