Marina Hernandez, as a spotlight guest on Bloomberg Tax & Accounting. The Bloomberg Spotlight highlights notable tax professionals across the globe. In this edition, Swiss American CEO Marina Hernandez was picked to be the week’s spotlight guest. In the blog post, she shared some interesting facts about herself that give the audience an idea of what she enjoys doing when her head isn’t buried in tax-related work. In this article,
Firm Updates
Meet Our New Team Member Andrew Leeman
Swiss American Wealth Advisors welcomes new Associate Planner, Andrew Leeman. Starting November of 2021, Andrew joined Swiss American Wealth Advisors to help us support the firm’s financial planning growth and operations. Andrew has an academic background in Economics and brings five years of experience in financial services at a Fortune 100 company. Andrew is currently pursuing the enrolled agent tax credential and the CFP® designation. Tell us about yourself and
Meet Our New Team Member Nate Jefferson
Swiss American Wealth Advisors welcomes new Marketing Associate, Nathan Jefferson. Starting September of 2021, Nathan has joined Swiss American Wealth Advisors to help us develop a video library of financial education content geared toward Swiss American families with US-Swiss cross-border planning needs and to support our digital marketing initiatives. Nathan is a student at Michigan State University, where he will earn his BA in Finance with a concentration in Financial
Swiss American Celebrates One Year Anniversary
We at Swiss American are happy to celebrate our one year anniversary as a firm! We would like to take this time to share an interview, conducted by Justin Halvorson, our first summer associate, to reflect on why we chose to found Swiss American, what we have accomplished so far, as well as some new exciting updates we are rolling out in the coming months. Our Mission is to empower
Financial Planning Considerations for Americans Working Abroad
Marina Hernandez, as a special guest of 52 Pearls: Weekly Money Wisdom podcast! Marina spoke with Melissa Joy, CFP® about the complex financial planning issue expat families must consider and how expat families can find assistance with the U.S. tax code. What You’ll Learn In This Podcast Episode Do I still need to file taxes in the US if I move abroad for work? The US practices citizenship-based taxation; How
Welcome to our first Summer Associate, Justin Halvorson!
Swiss American Wealth Advisors welcomes Justin Halvorson as a Marketing Associate in our first ever Summer Associate Program! We at Swiss American Wealth Advisors believe that financial planning can transform people’s lives. Swiss American was founded with the desire to empower multinational families to live meaningful lives, by aligning their finances with their values. Starting May of 2021, Justin has joined Swiss American Wealth Advisors to help us develop a
