Too many financial decisions are made in a vacuum. People often make financial decisions without the support of each of their key advisors. Have you ever had an advisor scratch his/her head and ask, “Why in the world did you do…?” Your response is usually, “That’s what my ______ advisor told me to do.” At M5 we eliminate those types of situations by coordinating with each of your key advisors on every significant financial decision. Your team of advisors are all kept in the loop, real-time, via The M5 Dashboard. We are able to assist you in collaborating with advisors to achieve the optimal result – your “end in mind.”
Rich Bloomfield’s impressive career in accounting, taxation, and risk management started in 1981 when he graduated Magna cum Laude with his Masters of Accountancy from Brigham Young University.
Bloomfield worked as tax manager for Arthur Andersen Co. and then later progressed as Chief Financial Officer for Grossman Company Properties in Phoenix, Arizona. After his time with Grossman Company Properties, Rich became a managing member and CPA for Bloomfield CFO, PLLC.
During his decades of experience, Bloomfield has specialized in income, estate and gift tax; high level estate and asset protection planning for business owners and high net worth individuals; and life insurance planning and implementation of family estate plans.
Bloomfield’s expertise is further translated in the “What About Wealth” radio show on the VoiceAmerica Business network, discussing wealth and asset preservation and protection, business and estate structuring and development, income tax preparation, and retirement income planning. The “What About Wealth” radio show airs live Tuesdays at 7 am PST on VoiceAmerica Business.
RICH BLOOMFIELD, CPA
RICH BLOOMFIELD RICH BLOOMFIELD
KEITH JACOBSON, RICP
A financial advisor since the Spring of 1989 Gary has had a successful career helping small businesses and families achieve their financial goals. After working his way up through the ranks at Morgan Stanley, he decided he could serve his clients better as an independent advisor. Since 2003 Gary has focused on scouring the market for the best financial vehicles for his clients to implement. Leaving the captive environment of corporate America has been the best decision he’s made in business, he states “I left to become an independent advisor in order to better serve my clients who were looking for products that were not pushed by the firm. My goal as an advisor is to exceed the expectations of my clients in service as I work very hard to try and give the best financial services products available.”
Gary serves as Mayor of the city of Cedar Hills Utah where his financial expertise has been a great benefit to the people of his community. He holds a degree from the University of Utah in Communications/Broadcast Journalism. He is an expert lecturer and is frequently interviewed on TV and radio for his knowledge of economics and the US equities markets.
KATHY BERGEN, CPA
Kathy Bergen is a Utah-licensed Certified Public Accountant. She graduated from Brigham Young University (BYU) in December 2009, where she earned Bachelor's and Master's Degrees in Accounting, with an emphasis in taxation. At BYU, Kathy received technical training on various levels of taxation, such as individuals, partnerships, and corporations.
Prior to graduation, she completed a summer internship with a CPA firm in San Diego, California, and went to work there full-time after graduating. While there, she gained tax compliance experience with not only individual and closely held companies, but also with large multi-state partnerships and corporations. Kathy also has prior experience in bookkeeping and worked in the accounts receivable department at Pinnacle Security.
Keith Jacobson has over 20 years of business experience in working with both small and large organizations. The past decade he has built a specialty in serving the needs of dental practitioners.
One key area of emphasis for Keith has been assisting dentists in creating a “Cash Flow Model to age 100,” factoring in elements relating to the accumulation as well as the decumulation of wealth. Key factors considered include taxation, investment volatility, inflation, longevity, and simply getting real regarding growth and income assumptions.
Teaching financial principles to large national audiences over the past decade has become a joy for Keith. He has spoken for many dental management and consulting companies. Several of these companies host retreats in UT where Keith, along with the M5 team educate and strategize with dentists to enhance their planning.
Keith holds professional licenses in over 20 states and enjoys working with clients from around the country. Most recently he completed the "Retirement Income Certified Professional" (RICP) designation through the American College in PA. He studied Business Management at UVU. He has served actively with the Boy Scouts of America and is an Eagle Scout.
Dave Lemke is a CPA with big four accounting experience at both PWC and Deloitte serving venture capital and private equity groups, hedge funds, and high net worth individuals. Dave brings enormous experience to our firm and very proficient at helping clients with simple as well as complex tax issues. Dave is also a specialist in cloud-based data collection and mobile app development for professional service companies.
Lastly, Dave is a co-founder and original bass player in the popular band “Imagine Dragons”.
DAVID LEMKE, CPA
She has worked in all areas of the accounting process and brings a wide breadth of knowledge with her. Angela has extensive QuickBooks experience to aid our clients in streamlining their records and adding features that will increase productivity and save time.
After attending Middle Tennessee State University, she has worked in the accounting field for more than 18 years. As a proud Army wife and mother of two beautiful children, she is a welcome addition to the team.
After graduating from Valdosta State University, Tracy started in accounting working for an engineering firm, becoming Controller. After relocating to Utah, she has assisted clients with all aspects of business accounting. She finds her strengths in restructuring and implementing accounting systems. As a QuickBooks Pro Advisor, she can offer clients training and problem solving support.
Brittany Richards graduated in 2010 with her Bachelor’s and Master’s in Accounting with an emphasis in taxation from Brigham Young University.
Before graduating, she completed two summer internships in Columbus, Ohio working in the corporate tax department of a Fortune 1000 Company where she gained valuable experience in international, federal, and state and local tax.
Since graduation, Brittany has focused on helping start-up businesses with QuickBooks set-up and financial analysis. She enjoys kayaking, playing board games, and spending time with her husband and three kids.
Allison Tovey recently joined the M5 Partners team. After completing her Master's in Accounting with an emphasis in Tax at Brigham Young University, complete with an internship in Los Angeles with Deloitte, she worked for a small CPA firm in the California Bay Area specializing in tax preparation. Since returning to Utah, she has worked with a CPA firm in Utah County providing tax services to individuals, corporations, partnerships, and trusts. Her focus has been on small to medium-sized business tax preparation.
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