“Information is a source of learning. But unless it is organized, processed, and available to the right
people in a format for decision making, it is a burden, not a benet.” - William Pollard
Jeff Umbaugh co-founded, what is now Kuhn Dillon Umbaugh LLC, in 2002 with the vision of creating a unique Family Office Concept that brings his clients the convenience and confidence of knowing that all their business and personal tax, financial, payroll and bookkeeping needs can be met from one central operation. Jeff ’s vision has led to the creation of unique client centered process that reconciles their clients accounts and books every month enabling them to be able to forecast, plan, and make decisions at any time of the year. e Team’s mantra is to stay busy all year, with open lines of communication for his clients; rather than making himself unavailable while working eighty hours a week during tax season. Je and his wife have been married for 25 years and have two children. In his free time Je enjoys the outdoors, is an avid hunter, a multi-generational wildlife conservationist, and a member of Safari International. Je competes in Jiu Jitsu and is a Blue Belt.
Anchored by their mission to simplify investing and accounting down to understandable systems and processes that are kept current all year long, KDU’s Team best serves clients that:
- Are frustrated with their current accounting and financial relationships because they are not getting the communication and responses they feel they are entitled to.
- Are unable to forecast, prepare, or make decisions because their books are not up to date monthly.
- Would like to have the convenience of a Family Office Concept where all their tax, accounting and financial needs are handled under one professional relationship.
Many of KDU’s best client relationships have been related to:
- Small to mid-sized business owners that take pride in and personal responsibility for their business.
- Owners that are considering the sale of their business in the future and are looking for guidance on valuation and a plan to transition to retirement or their next venture.
- Individuals nearing retirement and need a plan to know what retirement can really look like for them.