Andy Palan
Sr. Tax Advisor
Andy joined Financial Security Management in 2008 as a Tax Advisor. Andy has been a specialist in tax preparation since 1978 and earned his Enrolled Agent designation in 1986, which allows him to practice before the Internal Revenue Service. He owned his own tax practice in Evergreen, Colorado for 20 years in the 1980's and 1990's, and has extensive experience doing individual tax preparation and planning. Andy truly enjoys working so closely with his clients and values the friendships he's made throughout his experience in the industry.
Education
Bachelor's from South East Missouri State
Interests
Grandson
Outdoors
Gardening
Core Values
Family
Integrity
Environment
About Andy
After living in the Colorado foothills for over 49 years, Andy and his wife Joni decided to move east of the Castle Rock/Franktown area to be closer to family. Andy loves spending time with his grandson, specifically teaching him about tools, gardening, and hiking together. Andy and Joni have three adult children, all living in the Castle Rock area.
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Andy's hobbies and recreational activities include maintaining their ever growing garden, hiking on their 35 acres, and spending as much time outdoors as possible.
