President of Kinnamon Accounting Service (KAS) and Kinnamon & Associates Ltd., II (K&A II), with KAS since 1993, the firms current Financial Advisor. Bret, an Enrolled Agent (EA) is an Insurance Producer, and Investment Advisor Representative (IAR). He received his BS from Northern Illinois University. Since joining KAS, he has specialized in income tax preparation, Financial and Estate Planning. He has passed the IRS Treasury Exam, Illinois Insurance Producer Exam, Illinois LTHC Exam, and NASD Series 7, Series 63, & Series 65 Exams. He currently is a registered representative of Cetera Financial Specialists, an Investment Advisor Representative of K&A II (RIA Firm), and a member of Independent Accountants Association of Illinois, National Association of Tax Professionals and National Society of Public Accountants.