Greg Fowler

Greg Fowler CPA, CFP®

Principal

Greg Fowler is a Certified Public Accountant with an extensive public accounting background. He started his career at a regional firm in Denver before moving to Ernst & Young, LLP's Seattle office. He has also worked in private industry and with specialty consulting firms in the areas of executive compensation issues and real estate investment planning. He has 20 years of experience in tax and financial planning, and has taught over 100 equity compensation planning training seminars and tax-deferred exchange strategy seminars nationwide for hundreds of financial advisers, real estate professionals and investors. Greg's background also includes significant roles in business leadership positions including CEO, Director of Marketing and Director of Operations. This experience gives him a unique set of skills and perspective that help him advise business owners on a variety of issues including market strategy and business development, operational and management issues. Having sat in your chair, he sees the needs of businesses from the owner's perspective.

As a CPA and business owner, Greg is an active member of the Bend, Oregon community. In addition to being a member of the Oregon Society of Certified Public Accountants and the Bend Chamber of Commerce, Greg has served on the Board of Directors of the following outstanding local non-profit organizations:

Education: University of Colorado, Boulder – School of Business

Rotary Club of Greater Bend – Treasurer / 2006–Present

TEDx Bend – Member of founding leadership group / 2012–2016

Opportunity Knocks – Board Member / 2013–2017