John A.Grisham, CPA/PFSjohn.firstname.lastname@example.org
History and Experience
John’s plan at UNM was to earn a BBA in Finance, but he loved his first accounting class so much that he switched to accounting. Now after 15 years as an accountant, the variety of people and businesses he’s worked with and the satisfaction of helping his clients keep him excited every day.
In addition to being a CPA, John is a Personal Financial Specialist. This credential means he has expertise in helping clients plan all aspects of their wealth. This combination means his clients benefit from a holistic approach to designing the futures of their dreams, an approach that uses smart tax strategies that also build long-term wealth.
John is the Principal in charge of the tax department. He sees his primary role as making sure the tax staff are happy and are excited to come to work every day. Under his leadership, the tax department is flourishing and has developed a highly efficient process for completing tax returns accurately and quickly.
In addition to working with clients in the construction, real estate, hospitality and restaurant industries, John has developed expertise in the medical cannabis industry. Medical marijuana businesses face extraordinary challenges from federal and state authorities. His expertise in this new industry helps his clients safely and successfully navigate these challenges and to understand the regulations they must follow.
John’s proudest accomplishments are becoming a Partner at Ricci & Company and being the father of two wonderful children. Becoming a partner was the culmination of years of hard work. He spends as much time with his children as possible.
Community Involvement & Professional Memberships
- American Institute of Certified Public Accountants
- New Mexico Society of CPAs
- Nob Hill Main Street • Hospitality, Financial and Technology Professionals (HFTP) — Past President
Professional Affiliations and Credentials
- Certified Public Accountant (CPA).
- Personal Financial Specialist (PFS)
Running was how John and his wife originally met, and they continue to be avid runners. Together they train for lengthy races, including a two-day, 32-mile race.