Our Focus
Innovation Tax Service specializes in helping seniors enjoy and protect their nest eggs. With a team of Advisors including CPAs, attorneys, loan officers, tax preparers, and realtors available to assist you in the planning process.
David Gollner has been working in Estate Planning and Financial Services Industry since 1970. Sherri Marini, joined her father David in 1999 and together they are dedicated to providing their clients with the professional and individual attention necessary, including avoiding probate, reducing taxes, maximizing social security benefits, maintaining their standard of living in retirement & avoiding Medicaid spend down due to catastrophic illness, to achieve their financial goals. They are committed to serving and educating retirees to take control of their investments, income taxes, and their futures.
Meet Our Team
David Gollner – President & CEO
david@leavealegacy.com
724.983.1617 or 800.264.4963 ext 104
David graduated with a B.A. from Youngstown State University. He has helped seniors in western Pennsylvania and eastern Ohio manage, protect and enjoy their nest eggs for 44 years. David is a Master Certified Estate PlannerTM, Life Underwriting Training Council Fellow, a Registered Financial Consultant, and a graduate of the IRA Institute to name just a few of his designations. He is an associate member of the American Bar Association, the Mahoning-Shenango Valley Estate Planning Council, Shenango Valley Chamber of Commerce, Better Business Bureau,an approved member of the National Ethics BureauTM, and the National Institute of Certified Estate Planners. David is a popular speaker throughout the area teaching seniors to take control of their investments, income taxes, and their futures.
Sherri Marini – BA, MPA Certified Estate Planner
sherri@leavealegacy.com
724.983.1617 or 800.264.4963 ext 102
Sherri graduated summa cum laude with a B.A. from Slippery Rock University and a Master’s degree from the University of Pittsburgh. She has extensive experience working with the senior population: Care Manager, Mercer County Area Agency on Aging; Director of Social Services and Resident Rights Advocate at a large nursing home; Project Manager for the National Nursing Home Survey and the National Home and Hospice Care Survey; Office of Personnel Management in the National Security Arena; and Claims Representative, Social Security Administration. Sherri is a graduate of Long Term Care Consultants and was trained by Phyllis Sheldon, a national expert on the issue of long term care. Sherri has a passion for assisting seniors to maintain maximum choices and control in retirement. She frequently speaks to seniors throughout the area teaching them how to maximize retirement income, leave a legacy for generations to come by proper IRA distribution planning, and how to avoid Medicaid spend-down due to the need for long term care.
Susan Gollner – CFO & Business Manager
susan@leavealegacy.com
724.983.1617 or 800.264.4963 ext 101
Sue graduated from Penn State University with an Associate’s degree in Science and is a licensed Physical Therapy Assistant. Sue is a graduate of Long Term Care Consultants. She has extensive experience working with seniors in the rehabilitation field with Jameson Hospital System in their rehabilitation, outpatient, and nursing home facilities. Her experience in the rehabilitation field has allowed her to see first-hand the difficulties that can arise if proper planning is not done for the retirement years. Sue’s goal is to encourage seniors to evaluate their options and make wise choices that allow them to stay in control of their lives.