With my background in estate and tax law and in financial planning, I have worked with numerous financial professionals and their clients on tax, insurance law, and trust matters for more than a quarter century. Since 1993 I have had the pleasure of working collaboratively with clients and their advisors, accountants and legal counsel in creating plans that address key business and personal goals and objectives.
- BMus - The University of Kansas
- JD - University of Kansas School of Law
- CFP® - College for Financial Planning
In addition, I hold a certificate from the Notre Dame University Law School Tax and Estate Planning Institute, and I am a member of the Bar of the State of Kansas and admitted to practice before the Federal Courts of the United States. I have been accredited as an instructor for continuing education for insurance professionals in Maryland and Virginia, and I have lectured on capital development at The George Washington University, the Smithsonian Institution, and the Oregon Bankers’ Association.
Randall McQuin, in his capacity with Equitable Advisors, provides support for members of Ascend Planning & Consulting, LLC.