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Andy Palan

Tax Advisor

Andy joined Financial Security Management, Inc. in 2008. He has been a specialist in tax preparation since 1978. Andy 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 and small business tax preparation and planning. Andy and his wife Joni live in Conifer, Colorado and have been foothills residents since 1973. They have three adult children, two living in the Denver metro area and one in Canada. Andy’s hobbies and recreational activities include hiking, reading, woodworking, and antiques.

Andy Palan
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