Dieter has a diverse business background educationally and professionally. He is born, raised, and educated in Germany and holds a Masters in Business Economics from the University of Tuebingen. In the U.S.A. he has been trained in international finance at San Francisco State University. Dieter holds series 7, 66, as well as Life & Health insurance licenses.
He is a member of the Collaborative Professionals of Phoenix, a charter member of the Referral Institute of Arizona, a member of the Tempe Chamber of Commerce, and the Friedrich-List Foundation. He holds American and German citizenships. His community involvement currently includes leadership in the Arizona Center for Germanic Cultures, Inc. and the German-American Chamber of Commerce, and his support of language learning through the German School of Arizona scholarships and the ASU Foundation SILC sponsorships. He provided past support to the Consular Corps of Arizona and the Leukemia & Lymphoma Society of Arizona.
Dieter is an avid outdoors man and enjoys running, swimming, biking, ballroom dancing, and the arts. With more than 20 years experience running small businesses in the U.S.A., and 17 years in financial consulting, he offers his clients a broad understanding of investing and financial management, nationally and internationally. Through his referral network of business consultants & coaches, tax & legal advisors, and his financial planning service he is able to offer his clients one-stop shopping for financial strategies for their business, personal, and trust assets and for structuring an income stream that meets their lifestyle.
Brendan J. Kennedy is a partner with ATLAS CPAs and Advisors PLLC with offices in Arizona, Colorado, Iowa and Illinois. Mr. Kennedy is responsible for the business valuation and litigation support services within the firm. Mr. Kennedy's professional experience includes over thirty-five years in the business concentrations of finance and accounting, with emphasis in business valuation, litigation support, financial analysis and presentation, forecasting, and mergers and acquisitions. He has served clients with businesses in many industries including manufacturing, wholesale, distribution, retail, healthcare, law, real estate and other professional services. Mr. Kennedy has also testified as an expert witness in the area of business valuation and economic damages in both state and federal courts. Mr. Kennedy’s certifications and credentials are a testament to his devotion to the profession to which he has dedicated his career. Below is a list of Mr. Kennedy’s academic achievements, professional credentials and affiliations.
Each member of our team brings a unique skill set to the table and each is committed to providing an exceptional client experience. We provide the highest level of advice in every aspect of a client’s financial situation including investments, retirement plans, business, tax, and estate planning. We develop a customized comprehensive plan to help our clients achieve their goals and bring clarity to complex situations.
I have been a family law practitioner in the East Valley for about 35 years now. Collaboration and mediation are essential to a good outcome for the persons I serve, whether with individual representation or serving as their mediator. I also handle guardianship, conservatorship, and adoption cases. My spouse and law partner Rich Zawtocki handles civil litigation, contract, education, and personal injury cases. Our associate attorney Ali Abella Korte handles all of the above, but with a focus on family cases.