Paul Kluskowski, EA

Paul Kluskowski, EA

Nuclear Operations

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  • Timeline

  • About me

    Drive your business forward with Cobalt Tax - The fuel for financial success!

  • Education

    • Andrews University

      1996 - 1997
      Graduate work Community Counseling

      Physics and math.

    • Andrews University

      1992 - 1996
      BA Physics

      Physics and math.

  • Experience

    • Consumers Energy - Palisades Nuclear Plant

      Sept 1980 - Jul 1999
      Nuclear Operations

      Held various increasingly responsible positions, primarily in Operations department. Obtained Reactor Operators license at age of 22 years; one of youngest ever at time to hold a commercial license. Went on to obtain Senior Reactor Operators license at age 25. After 9 years of shift operations, left crew to pursue and obtain college degree. Named Plant Reactor Engineer in 1992 and became Operations Support Superintendent in 1994.

    • Morgan Stanley

      Sept 1999 - Jul 2003
      Financial Advisor - Washington, DC

      Revitalized revenue with alternative investment utilization and focus on stock options strategies. Earned National Sales Award three times; ranked in top 10% of peer group.

    • TR Financial Management Group, LLC

      Jul 2003 - now
      Investment Specialist

      I help Nuclear Power Workers and self-employed clients sustain a prosperous life both now and throughout their retirement years.

    • Xcel Energy

      Apr 2006 - Mar 2012
      PINGP Work Control Center Mgr

      Provided leadership for Ops Planning and Tagging processes, as well as execution of daily work from the Work Control Center.

    • Cobalt Tax Services LLC

      Jun 2020 - now
      Tax Advisor and Business Consultant
  • Licenses & Certifications

    • Enrolled Agent (EA)

      Internal Revenue Service
      Apr 2020
  • Volunteer Experience

    • Member and Co-Chair

      Issued by FHR Community Advisory Council on Aug 2014
      FHR Community Advisory CouncilAssociated with Paul Kluskowski, EA