Savannah Clounch is a member of our management and tax preparation team leading our office in Sedona.
Prior to joining CFR Capital in 2018 she devoted eight years to retail management where she oversaw day-to-day activities for a large national drugstore chain. It was in this role where she developed a love of customer service and the importance of building personalized relationships with clients.
Savannah enjoys the face to face nature of preparing tax returns and specializes in small business preparation, investment income, and rental properties. Outside of tax season, Savannah supports Ed Rodriguez with wealth management and financial planning responsibilities. Savannah plans to obtain her Life & Annuity License after she completes her Associates in Accounting. Both will assist exponentially in her role at CFR Capital. Her background and her eagerness to serve makes her an invaluable asset to our team!
Savannah currently resides in Sedona, AZ and spends her free time cooking or cuddling with her three cats.