Ruth Flynn Raftery

Ruth is a licensed attorney and a Certified Public Accountant with over 20 years of experience working in New York City in various roles including, public accounting, product development, business development and wealth management. As President and co founder of Advanced Planning Educational Group (APEG), Ruth is responsible for creating and executing the design and strategic direction of APEG's mission to support the needs of professionals who participate in the comprehensive planning process. In addition to her role with APEG, Ruth also serves as a Senior Advisor to AltaView Advisors, LLC a national business valuation firm. Throughout her career, Ruth has specialized in the areas of individual income taxation as well as estate, gift and trust taxation. Her clients have included owners of closely held businesses, high net-worth individuals and families, and individuals who serve as fiduciaries for estates and trusts. Ruth's diverse experience gives her a unique perspective into to the role that various professionals play in the comprehensive planning process.