Contact InConcert Financial Group by Email

For additional information
info@inconcertfinancialgroup.com

Tom Biesheuvel, Partner, CEO
trb@inconcertfinancialgroup.com
Business and Personal Financial Consulting, Taxes, Real Estate
For investments: tbiesheuvel@berthelrep.com

Rich Scarpa, Partner, CFO
ras@inconcertfinancialgroup.com
Business and Personal Financial Consulting, Accounting, Taxes

Leslie Philbrook, MBA, SPHR, COO
lphilbrook@inconcertfinancialgroup.com
Business Coaching and Consulting Practice Manager

Jeff MacAskill
jmacaskill@inconcertfinancialgroup.com
Accounting Practice Manager

Alan Steeples
asteeples@inconcertfinancialgroup.com
Tax Practice Manager

Anna Regines
aregines@inconcertfinancialgroup.com
A/R & Billing Administrator and Client Services Coordinator

Carla Marin
cmarin@inconcertfinancialgroup.com
Admin Assistant

*Registered Representative of and Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Heritage Capital and InConcert Financial Group are independent of BFCFS. This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Connecticut, Idaho, Michigan, New Hampshire, Nevada, Texas, Washington and Wyoming.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent or IA rep may only transact business in a paticular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment advisor, BD agent or IA rep requirements, as the case may be.

Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator.

InConcert Financial Group (a Biesheuvel Scarpa company) offers a holistic approach to your financial situation. Our expertise features a comprehensive range of economic management strategies, including Financial Planning, Wealth Management, Business Consulting, Accounting, and Tax Services. Our FORTE Newsletter offers direct, concrete advice to maximize your investments and business potential.