CPA Team Based Model
 

About ERT

Elite Resource Team was built to help CPAs deliver more value to their clients. We accomplish this by educating them on the basics of the necessary solutions, leading them through a process to identify opportunities, and providing them with a team of the country’s top specialists. Ultimately, this allows them to deliver the best solutions in the most efficient and risk-free system available.

Elite Resource Team Founders:
With over 33 years of combined financial experience, Ken Smith and Anton Anderson joined forces to build Elite Resource Team. Their goal was simple; build a better system to produce better results.

Kenneth Smith, RFC

Ken began his career in 1993 working with Lincoln National. He graduated from Tampa College with a degree in Management and Marketing. After starting his own financial advisory firm in 1994, his focus shifted to financial planning with a tax mitigation emphasis. In 2003, he developed an expertise in tax efficient retirement planning, which allowed him to maintain his position in the top 1% of all financial professionals. In total, he qualified in the top 1% for 18 straight years of his career. In 2010 he accepted that there was a dramatic change going on in the financial planning arena and began working with CPAs. He currently resides in Laguna Hills, CA with his wife Fariba. Outside of work, he enjoys church and working out. He is also an accomplished public speaker and has given talks to tens of thousands of people over the years.


Anton Anderson

Anton began his career in 2003 with Smith Barney while studying business. He graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008 he co-founded SPL Financial, which grew into a thriving practice. He has developed a diverse career as an investor, advisor, and CPA consultant. 
Anton is a published author, and has lived in the United States, Australia, and the United Kingdom. He currently resides in San Diego, CA. Outside of work, he is a competitive surfer, avid public speaker, and is involved in numerous charitable organizations. He is also the co-founder of SAND (Surfing And Network Developing), and member of STAR (Strategic Trusted Advisors Roundtable) where he serves as the Membership Committee Chair.

Elite Resource Team's Specialists:

Michael Frost, Heritage Advisors LLC - RIA

Prior to co-founding Heritage Advisors, Michael spent his career as a wealth manager and investment advisor for a few of the most prestigious financial Institutions. After years spent with Merrill Lynch, Michael realized he wanted to bring Wall Street to Main Street and opened his own Registered Investment Advisory Firm in 2011 and aligned himself with the sophisticated planners at Nelson Law Firm. With an emphasis on true independent non-bias financial services, Michael brings his experience in investment management, financial planning, private banking, investment banking, insurance plan design and special financing needs to the Heritage team.

Ralph Nelson, JD, CPA - Advanced Tax Mitigation

Ralph is a licensed attorney and Certified Public Accountant. Ralph is one of the founders of Heritage Advisors. Prior to establishing Heritage Advisors, Ralph was a practicing tax attorney focused primarily on income tax strategies. Ralph worked for Deloitte and Touche, LLP in its Mergers and Acquisitions group before joining a Phoenix-based tax firm. Ralph currently works primarily with small business owners and high-income taxpayers to develop income tax and estate tax strategies.