rex joined the firm in 1990 as a tax partner and manages the spearfish office. his experience began with coopers & lybrand, grew with the ownership of his own cpa firm and has evolved over 20 years of involvement with ketel thorstenson. he received his bachelor of science degree in accounting from the university of south dakota; member of the american institute of public accountants, personal financial planning division and is a personal financial specialist with numerous security licenses. memberships include the south dakota cpa society, past president and current member of the west river estate and financial planning council, and other community organizations. his passion for planning provides a key component assisting clients in selecting correct options to attain their financial and business goals.... See More
Highlights: Cash Flow Planning, Charitable Planning, Closely Held Business Planning, Education Planning, Elder Planning, Employee Benefits/Executive Compensation, Estate, Gift and Wealth Transfer Planning, Fundamental Financial Planning Knowledge & Skills, Individual Tax Planning, Insurance Planning/Risk Management Planning, Integrated Personal Financial Planning, Investment Planning (withouit AUM or product sales), Retirement Planning, Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.), Wealth Management/Investment Advisory Services