Our Financial Planners

Linda Bonham EA, CFS, BCE founded Advantage Tax & Financial Services in 2003 after working with Charles Becker and Fidelity Financial & Tax Service for over 15 years.  Linda specializes in retirement and estate planning.  Linda has been married to John for over 40 years and has two daughters, Jennifer and Marcie.  The entire family works in the office and you'll often see a grandchild manning the front desk.

 

Travis Cota has over 20 years experience in the real estate field and has been concentrating on building his financial business for the last few years.  He is involved in the community and with the local school sports organizations.  Travis joined us in July.  He lives in Highland with his wife Kristen and four sons.