Dorothy H. Congleton is a Senior Manager of Moorman and Company. She is a Certified Financial Planner Practitioner, holds a Masters Degree in Taxation, and is Enrolled to Practice Before the Internal Revenue Service.
Mrs. Congleton specializes in tax, financial and estate planning for individuals. She is an active member of the Financial Planning Forum and the Institute of Certified Financial Planners.
A frequent lecturer, Mrs. Congleton has also authored numerous articles on tax, estate and financial planning matters.
Moorman and Company, an accounting and personal financial management firm based in Palo Alto, serves the San Francisco Bay Area, Peninsula, and Silicon Valley from Hillsborough to Saratoga-Los Gatos, including Atherton, Menlo Park, Los Altos, Los Altos Hills, and Cupertino.
A native California, Michael Moorman attended Saint Mary's College of California in Moraga. In the community, has served as president of the Palo Alto Junior Chamber of Commerce.
