MEET OUR TEAM

Jeff Forrestall, CPA, ABV, CFF President

Jeff Forrestall is the Managing Partner of Forrestall CPAs, LLC; a Certified Public Accounting Firm based in the metro Atlanta, Georgia area. He entered the public accounting field in 1993 as a staff accountant. He obtained his Certified Public Accountant license in 1997 and became managing partner in 2002.

As the managing Partner Jeff looked for ways to improve overall client satisfaction. One of the most desired services from clients was help with reviewing financial products and retirement planning. Like most CPAs Jeff was wanting to partner with a firm/individual that shared the CPA mindset - transparent and unbiased advice.

Jeff met Larry Roemer, CFP® in 2015 and saw an opportunity in helping his clients with an experience professional that shared those values. After several years Jeff and Larry decided to assist other CPAs with education and planning techniques and that is when Infinity CPA Network, LLC was created.

Larry Roemer, CFP®, Managing Director

Larry Roemer is a CERTIFIED FINANCIAL PLANNER™ that started his financial services career as a banking representative in 1995. Throughout a career in insurance, investments and financial planning Larry has worked for and with the largest financial companies around. In 2002, He focused his passion for helping others in becoming a business development trainer.

In 2018, Larry partnered with Jeff Forrestall to create the Infinity CPA Network, LLC. A company that is focused showing other professionals such as Bankers, CPAs, and Financial Advisors how to incorporate all aspects of financial planning into their business. Education is the key component that bring awareness to various planning techniques that help client satisfaction and overall firm profitability.

Larry lives in Suwanee, Georgia with his wife and daughter. He enjoys all the Atlanta area sports teams and the amazing golf courses that North Georgia has to offer. Larry and his family also have a love for recusing greyhound dogs after their racing careers have ended.


INTERESTED?
PLEASE CONTACT US