I’m Dan Whitehead the Founder of pi Tax Management. After more than 25 years as a business owner and Financial Advisor with background in taxes, I realized our clients needed someone who could do their taxes while understanding their investments and financial situation. One of the many reasons I love my job is that I get to work with people with complex needs or problems and then providing simplified solutions to those complexities.
After graduating from Brigham Young University with a degree in accounting, I worked my way around the financial industry by being an Accountant, a Private Bank Director, a Certified Financial Planner™ who founded a financial planning company, and now a tax practice.
I really like my job but I love my family more. I have an amazing wife and 6 talented children. If I’m not at work, I’m usually running to different basketball games to watch my kids play. I’m also working on becoming one of the greatest pickleball players ever, I just need a lot of practice.
My name is Michael Angell, and I am proud to be the Enrolled Agent for the pi Tax Management team. I am a Colorado native. I hold a Bachelor of Science in Mathematics from Creighton University and a Master of Science in Personal Financial Planning from the College For Financial Planning®.
I have been employed in financial services for over two decades in various capacities which include banking, insurance, investments, and retirement planning. I am particularly adept at tax planning. I have also had the privilege of teaching financial planning courses in graduate school. I spent several years of my life serving my local community in the non-profit sector.
When not the office I am usually with my family. My wife is originally from Honolulu, Hawaii. We try to visit the islands whenever possible. I also have the joy and privilege of coaching many of my children's youth sports teams including basketball, baseball, and flag football. In my spare time I enjoy gardening, chess, and public speaking.