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Tax Services Staff
Larry Valtinson

Larry Valtinson, ChFC
Certified Financial Planner™

Larry@ValtinsonFinancial.com

Larry has been helping his clients meet their financial planning goals for the past 29 years. He has been licensed in insurance and registered for investments since 1984.He attended the University of Minnesota, School of Business. He became a Certified Financial Planner™(CFP®) through the College of Financial Planning in Denver, Colorado in 1989 and a Chartered Financial Consultant (ChFC) through the American College in Bryn Mawr, Pennsylvania in 1995. Larry is an Investment Advisor Representative of Woodbury Financial Services.



Dave Arciero

Dave Arciero, PhD
IRS Enrolled Agent
David@ValtinsonFinancial.com

Dave manages the tax practice. He joined the firm in 2012, bringing along 5 years of prior tax preparation experience. Tax and accounting work is a second career for Dave, having worked for over 20 years as a Research Scientist. His Ph.D. is in Biochemistry from the University of Minnesota. Dave took over the management of Valtinson-Arciero Tax Services in October, 2013 and has since become an Enrolled Agent which allows him to represent all taxpayers before the IRS. To become an Enrolled Agent, Dave had to pass a three-part comprehensive test covering Individual, Business and  As an Enrolled Agent, Dave is required to complete 72 hours of continuing education every three years, ensuring that he keeps up-to-date with yearly changes to the tax code.




Bridget Ardoyno

Bridget Ardoyno, MBA
Tax Partner
Bridget@ValtinsonFinancial.com

Bridget has spent the last four of her eight years in the Tax Industry with Valtinson-Arciero Tax Services. She assists with tax preparation. Bridget has a Bachelor of Arts degree in Economics and received her MBA from the Carlson School of Management in 2006. She is currently working toward her CPA certification.

Justen Valtinson

Justen Valtinson
Staff Accountant
Justen@ValtinsonFinancial.com

Justen is a staff accountant handling individual, business and trust tax returns, tax filings for payroll clients, and new business registrations. He graduated from Metropolitan State University In 2013 with a BS in Business Administration. He is currently studying to become an Enrolled Agent.

Tyler Valtinson

Tyler Valtinson
Staff Accountant
Tyler@ValtinsonFinancial.com

Tyler is a staff accountant handling individual, business and trust returns & assists with tax filings for payroll clients. He is also licensed in auto & home insurance. He is currently studying to become an Enrolled Agent.

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388 Cleveland Ave. SW | New Brighton, MN 55112 | P: (651) 628-9832 | F: (651) 633-6566
Larry@ValtinsonFinancial.com | Rob@ValtinsonFinancial.com | David@ValtinsonFinancial.com


Securities and investment advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. P.O. Box 64284, St. Paul, MN, 55164 Phone 800-800-2638. Valtinson Financial Services and Woodbury Financial Services, Inc. are unaffiliated entities.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This website contains content and links to third-party resources. Woodbury Financial Services, Inc. or its affiliates do not endorse or accept responsibility of third-party content. This content has not been reviewed by Woodbury Financial Services, Inc., or its affiliates for completeness or accuracy.

Valtinson-Bruner Financial Services is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc. Member FINRA/SIPC. Insurance services offered through Valtinson Financial Group, LLC and Valtinson-Dahl Insurance Agency, LLC. Tax and accounting services offered through Valtinson Tax Services, LLC. Woodbury Financial Services, Inc. does not provide tax or legal advice. All listed entities are unaffiliated.

This communication is strictly intended for individuals residing in the state(s) of MN. No offers may be made or accepted from any resident outside the specific states referenced.
 


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