Equivion

As a professional bookkeeper and accountant, I provide a wide range of financial services to small business owners in various industries, including agencies, real estate, ecommerce, and manufacturing & distribution. In this role, I have been responsible for managing tax compliance, preparing financial reports, and managing bookkeeping and accounting tasks for my clients.

One of my key areas of expertise is tax advisory services, and I have helped many small business owners save significant sums on their tax liabilities. On average, my clients have been able to reduce their tax liabilities by over $21,000, thanks to my careful analysis of their financial records and my ability to identify opportunities for tax savings.

In addition to my technical skills, I am known for my ability to provide clear and concise financial advice to my clients. Whether they are looking to streamline their accounting processes, improve their financial reporting, or simply need a trusted advisor to rely on, I have been able to help them achieve their goals.

Overall, my strong background in bookkeeping, accounting, and tax compliance, combined with my ability to help business owners make informed decisions, has made me an invaluable resource for small business owners looking to improve their financial operations.

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Based in Chicago, IL📍- Serving Clients Worldwide 🌎

Website: www.equivion.com
Book a Call: www.calendly.com/drogowiec
For business inquiries: david@equivion.com

Partner

Deloitte

Senior Tax Consultant

Tax Consultant

Carstens, Inc.

Sales Tax Accountant

Schawk!

Accounting Assistant

Billing Specialist

Partnering with small business owners to save money, increase profits, and grow their business. 🤝

As a tax professional with more than 5 years of experience, I have developed a strong specialization in serving small businesses. Throughout my career, I have worked with a diverse range of clients in various industries, helping them to achieve their financial goals through comprehensive accounting, tax, and consulting services.

In my current role, I focus on providing personalized solutions to small business owners, helping them to navigate the often-complex world of taxation and ensuring that their financial affairs are in order. My expertise includes preparing and filing tax returns, developing tax strategies to minimize liability, and providing guidance on business structure and organization.

In addition to my technical skills, I pride myself on my ability to build strong, long-lasting relationships with my clients. I take the time to understand their unique needs and goals, and I am dedicated to providing exceptional service and support every step of the way.

With my extensive knowledge and experience, I am well-equipped to help small businesses succeed in today's competitive marketplace. Whether you are just starting out or looking to take your business to the next level, I am here to help you achieve your financial goals. So, if you are in need of an experienced tax professional who is dedicated to helping small businesses thrive, please don't hesitate to reach out.

I've helped clients save on average $21,000+ in tax liability!

Book a call to get started saving on taxes, paying yourself more, and growing your business! 
Free first consultation! https://calendly.com/drogowiec

To learn more please visit my website at: www.equivion.com.

David Rogowiec

Jodie Lamb

Arcadia Settlements Group

As Structured Settlement Consultant for Arcadia Settlements Group, I provide facilitative personal injury settlement consultation for claims settling across the U.S. I have over 20 years of experience and have the unique experience of financial planning, claims experience, and as a person with significant injury myself. I bring a real life perspective to my position. Additionally, I am one of very few in the industry with a Master’s Certificate in Structured Settlement Consulting designation from the University of Notre Dame. I’m on the National Structured Settlements Trade Association Board of Education and a repeated top 10 producer within Arcadia Settlements Group. I understand the importance of planning for the future and bring understanding, compassion, and commitment to each case. To learn more, visit https://teamarcadia.com/directory/listing/jodie-lamb.

Master Structured Settlement Consultant

C-Suite Network

The C-Suite Network is the world’s most trusted network of C-Suite leaders, with a focus on providing growth, development and networking opportunities for business executives with titles of vice president and above. The C-Suite Network’s mission is to provide a peer community, networking events, relevant content and services to support c-level executives and other entrepreneurs achieve professional success. C-Suite Network offers invitation only events as well as custom-tailored content through all its entities: C-Suite TV, C-Suite Radio, C-Suite Book Club, and C-Suite Network Advisors™.

C-Suite Network Executive Leader

EPS Settlements Group

June 26, 2017 - The world's first structured settlements firm positions itself for growth.

EPS Settlements Group announced its refreshed brand and new name, Arcadia Settlements Group.  

Arcadia is a Greek word meaning an ideal setting in harmony with nature. It connotes a place of shelter where people find peace, security, resolution and strength. It implies care and compassion.  Arcadia was chosen because its meaning directly correlates with our company’s mission and values. Arcadia is the outcome we aspire for all the people we serve.

Certified Structured Settlement Consultant

Financial Settlement Services

Working closely with insurers, defendants, injured parties and attorneys, we assist to facilitate structured settlements of complex personal injury claims.  I tailor benefit payouts for each case to meet future needs and maximize tax free growth to provide financial peace of mind to injured parties and their families.  Licensed in all states, I travel across the country to attended meditations, settlement conferences and meet with attorneys, claims adjusters and/or claimants regarding the benefits of structured settlements.

Nationwide

Coordinating structured settlement opportunities to facilitate needs based negotiations, we provide the opportunity to enhance settlement negotiations and maximize settlements for all parties. 
Successful implementation requires sharp attention to detail to customize a holistic settlement plan with expertly prepared settlement documents in coordination with claimants, defendants, claims partners and legal professionals.


Successful implementation requires sharp attention to detail to customize a holistic settlement plan with expertly prepared settlement documents in coordination with claimants, defendants, claims partners and legal professionals.

Structured Settlement Consultant

Maintained current knowledge of mechanism of injury, current guidelines in the claims function, and policy changes to determine proper policy coverage, evaluation, negotiation and settlement of personal injury claims. Held highest operational score for same day contacts and prompt settlements, dedicating time on weekends and evenings to deliver “On Your Side” service to all Nationwide customers.

Senior Casualty Claim Professional

Nationwide Insurance

Developed peer associate training and worked directly with customers to secure new business opportunities. Underwrote applications, provided communication regarding new procedures, communicated with internal sales representatives for annuity contracts. Facilitated financial transfers from external while serving as a liaison between relinquishing institutions and investment brokers. Developed a systematic approach and guideline for understanding Fidelity’s process for relinquishing funds which substantially improved the organization of workflow and acquisition of transferring funds.

Annuity Services

I Help Attorneys and Individuals Understand The Win-Win Benefits of Structured Settlements | Providing Financial Peace of Mind for Injured People and Families

I came to LinkedIn to build some win-win relationships and help people get on the path to financial independence. I encourage you to connect with me, and I assure you that I won't be soliciting you in any way. But contact me if you want to learn more about what I do.

I guide INJURED PEOPLE through the complicated and complex settlement process. I truly understand and empathize with the uncertainty, emotional, physical, and financial struggle resulting from an unexpected injury.

INSURANCE COMPANIES across the US work with me to provide structured settlement solutions. I am open to adding partnerships with insurers. To learn more about myself and Arcadia Settlements, send me a LinkedIn message or email me at jlamb@teamarcadia.com.

I work with LEGAL AND CLAIM PROFESSIONALS across the country to identify claim settlement opportunities to maximize settlements and achieve successful settlement resolution. 

To learn more about how myself and Arcadia Settlements can help you and your loved ones, please send me a LinkedIn message or email me at jlamb@teamarcadia.com.

MORE ABOUT ME AND MY SERVICES
My trusted, comprehensive approach maximizes settlement opportunities to provide financial security and peace of mind for injured parties and their families. This includes consideration of government benefits and evaluating fixed and market-based investment opportunities.   

My detailed approach educates all parties in the claims process, including financial advisors, on structured settlement opportunities. I work with legal and claim professionals to identify claim settlement opportunities to maximize settlements.  I work with financial advisors to help evaluate the unique tax-free investment options that are not available after the claim settles.
 
As a Master’s Certified Structured Settlement Consultant at Arcadia Settlements, I offer our customers more:

➢ I have over 20 years of experience in the insurance industry.
➢ I’ve facilitated over $500M of structured settlements and offer a unique financial planning background and claims experience.
➢ I’m an employee, not an independent consultant. Arcadia Settlements has an entire team supporting my clients and their needs for years into the future - even if something should happen to me.
➢ Our IT department is state-of-the-art and implements the highest SOC 2 Type II and HIPAA Hitech compliance standards to protect privacy of all parties at all costs.
 
To learn more about how myself and Arcadia Settlements can help you and your loved ones, please send me a LinkedIn message or email me at jlamb@teamarcadia.com.

taplio

The Battle

David Rogowiec

Jodie Lamb

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