Shelley Ferro, CFP®, EA , CMC®
Founder & President
Ms. Ferro is a graduate of Loyola University New Orleans where she majored in finance and received a bachelor of business degree.
Ms. Ferro holds several professional credentials. Ms. Ferro earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and believes in using a comprehensive financial planning module in working with her clients. CERTIFIED FINANCIAL PLANNER’® are required to take 60 hours of continuing education credit every two years. Ms. Ferro has held this credential for over 15 years.
Ms. Ferro holds the ENROLLED AGENT designation which is issued by the Department of Treasury. Enrolled agents, Tax attorneys, and CPAs are the only professionals that can represent clients in issues before the US tax courts. Enrolled agents must take 24 hours of continuing education credit every year.
Susan Burns, CFP™
Strategic Partner
Susan Burns has been a Certified Financial Planner™ Professional since 1994. She is a graduate of the Boston University Program for Financial Planners and holds a B.A. from Boston University. Susan’s experience in the financial services field is vast. She has worked in the mutual fund industry as a transfer agent as well as running her own independent RIA firm.
Angele J. Givens
Strategic Partner
For over 15 years, Ms. Givens has worked with families and small businesses to assist them with their tax preparation and accounting needs. Ms. Givens has worked for large accounting and tax firms as well as run her own business. She is known for attention to detail as she works with clients to navigate a complicated tax system. Ms. Givens graduated Cum Laude from the University of New Orleans with a Bachelor of Science degree in Accounting.
Kim West Padgitt, EA
Strategic Alliance
Ms. West is the President and Managing Principal of The Tax Advantage, LLC. Kim started the firm out of a desire to help those under-served by typical accounting and tax firms. She graduated from Indiana Wesleyan with a degree in Business Management and Accounting. Kim has been an Enrolled Agent for 25 years. She has accumulated a wealth of knowledge and information in the area of taxation.
Kim and her team prepare personal and business tax returns and are ready to help clients of Ferro Financial with their tax preparation needs. Clients interested in tax preparation services will work directly with the Tax Advantage, LLC.
