Register below to receive your book summary.
About The Lange Team
Nationally renouned CPA/Attorney and bestselling author James Lange is the leader of several companies dedicated to sound financial advice. But Jim is just the foundation of a talented team of financial professionals who are blazing a new trail of knowledge and customer service for their clients.
Meet the team at Lange:
Matt's technical ability and 18 years of experience have been great assets to our organization. His excellent service, professionalism, level of detail, and friendly demeanor are all evident when working with him. Matt is well versed in issues involving Roth IRAs and Roth IRA conversions. He has a gift for math, quantitative thinking and strategic thinking which has benefitted our clients over the years.
Washington University School of Law, St. Louis, MO, JD 1997
Northwestern University, Evanston, IL, BA 1994
Steve Kohman, CPA
Steve is a 15-year veteran with Lange Financial Group LLC and is the firm expert in “down and dirty number running”. He’ll help you determine if you have enough money to live comfortably for the rest of your life and whether you should make a Roth IRA conversion. In addition to being a CPA, Steve is also a Certified Specialist in Estate Planning and a Resident Insurance Producer. His expertise includes tax-saving gifting and succession planning strategies, essential valuation for impending divorce, disability or death of a spouse, calculating damage reports and risk assessments and transferring assets with maximum estate and gift tax savings through the use of retirement plan rollovers, trusts, tax elections and will provisions. Steve’s work involves not only individuals, but trusts, estates, corporations, LLCs and partnerships.
University of South Florida, Tampa, FL, BA in Accounting 1981
Glenn Venturino, CPA
Glenn has been an integral part of Lange Financial Group LLC for 22 years and has been managing the tax department for most of that time. He offers tax advice and preparation for individuals and businesses in various industries and is especially proud of his work with university professors. By utilizing his in-depth tax knowledge, Glenn has been able to recognize significant tax savings for his clients over the years. When performing an analysis, Glenn is careful to consider the needs, desires and values of each client (many of his clients also request his homemade pizza). Quickbooks is another area of expertise for Glenn and he is a member of the Quickbooks Professional Advisor Program.
Point Park College, Pittsburgh, PA, BS in Accounting 1985
Amanda is the Marketing Director for Lange Financial Group, LLC. With 7 years of experience in financial planning, marketing, management, insurance, investing and training, she brings a unique combination of expertise, energy and practicality that fits perfectly with the company's broad base of client services. Along with coordinating all of our marketing efforts, Amanda is also responsible for arranging and coordinating Jim's speaking engagements and fielding all professional inquiries about partnering with Lange Financial Group.
Juris Doctorate : University of Pittsburgh School of Law-2006
Undergraduate: Westminster College-2003