KeatsConnelly Welcomes New Team Members

Brad Flecke has rejoined KeatsConnelly as a Cross-Border Financial Planner.  He has returned after spending several years focused primarily on family matters.  Brad was formerly with KeatsConnelly for nearly ten years as a financial planner, and before that he practiced law in Washington, DC and Chicago for twelve years, specializing in immigration law and serving as corporate counsel for international ventures.  As a financial planner cross-trained as an immigration attorney in North America, Brad is uniquely qualified to help KeatsConnelly provide added value for our clients to solve complex financial planning and cross-border issues.  Brad can be reached at bradf@keatsconnelly.com.

Craig Neumann has recently rejoined KeatsConnelly as a Cross-Border Tax Manager.  Craig was formerly with KeatsConnelly for nearly two years and before that he had over nine years of experience in public accounting and private industry.  Prior experience includes a big-4 accounting firm, an international corporation specializing in the hotel industry, and a local public accounting firm.  Craig is a CPA and will be instrumental in assisting our clients with their complicated cross-border tax planning and compliance needs.  Craig is also pursuing a Certified Financial Planner™ designation.  Craig can be reached at craign@keatsconnelly.com.

Renee Bellefeuille also has rejoined KeatsConnelly as a Cross-Border Financial Planner.  She left for a short time for another opportunity and recently returned.  Renee is to be congratulated for recently achieving the Accredited Financial Counselor (AFC) designation.  She also holds the Certified Senior Advisor (CSA) designation.  Renee has been with KeatsConnelly since 2001 and has served many of our clients, in many different ways, over the years.   Renee can be reached atreneeb@keatsconnelly.com.

Ken Lew also has recently joined the KeatsConnelly team as a Cross-Border Investment Analyst.  Ken has ten years of financial advisory experience, most recently for Oppenheimer & Co. and before that, Bank of America/Merrill Lynch.   Ken holds an MBA and started his career in chemical engineering.   He is a US and Canadian citizen and is a coauthor of The Power of Charitable Trust PlanningVolumes 1 and 2.  You can reach Ken at kenl@keatsconnelly.com.

Posted in In The News
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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