BroadStreet Financial Group, Inc. was founded with the
goal of providing our clients with financial guidance designed to enhance
their quality of life at a price they can afford.
Our best asset is our ability to provide our clients with a
well-rounded array of services that allow us to be at the forefront of
every financial decision. Whether it is a family trust, tax preparation
and planning, business consulting, or a mortgage solution, our clients
have an entire team working for them at BroadStreet Financial Group.
• Income Tax Preparation
• Estate Planning
• Investment Analysis
• Business Consulting
Send us an e-mail at firstname.lastname@example.org or give us
a call at 800.800.5689 or
Paula Gleicher, EA began her Real
Estate Mortgage career in 2002 after spending many years in the
Broadcast Equipment Manufacturing Industry as a Product Manager. She
began providing mortgage services to the clients of the accounting
practice owned and operated by Joe Greenstreet. In 2003, she
obtained her Real Estate Broker License and merged her mortgage
practice with the accounting practice to form BroadStreet Financial
Paula received her Bachelor of Science in Computer Systems and
Business Administration from Bryant University and her MBA from
University of Phoenix. Paula has an Enrolled Agent designation and is
licensed to represent BroadStreet Financial Group's client in front of
the IRS. Paula also is a Notary Public and is active Early Risers
Paula’s e-mail address is email@example.com.
Andrea Mason has been with
BroadStreet Financial Group since its inception in 2004. Andrea
began working in her father’s accounting office at the age of 18
and became certified by CTEC in Income Tax Preparation after joining
BroadStreet Financial Group. She has grown into the role of Quality
Andrea received her Bachelor of Science Degree in Accounting in
September 2009 from University of Phoenix.
Andrea’s e-mail address is firstname.lastname@example.org.
Angie Bates, our Office
Administrator, recently joined BroadStreet Financial Group. Her
voice is the warm, friendly voice you hear on the phone. Angie is
a Nevada County native who has vast experience with
Angie's email address is email@example.com.
Andy Heymann, our
Senior Tax Advisor joined BroadStreet Financial Group in 2004.
After retiring as an engineer in the Aerospace Industry, Andy
received his CTEC certification in Income Tax Preparation. He
volunteered with the Internal Revenue Services’s VITA/TCE Tax-Aide
program for 4 years.
Andy has a Bachelor of Science Degree in Mechanical Engineering
from Massachusetts Institute of Technology.
Andy’s e-mail address is firstname.lastname@example.org.
Mary Hewitt is a seasoned Tax Advisor and joined
BroadStreet Financial Group in tax season 2012.
Mary has more than thirteen years experience in Income Tax Preparation
and has her own Bookkeeping business.
Mary has a Bachelor of Science Degree in Mechanical Engineering
from Sacramento State University.
Mary’s e-mail address is email@example.com.