A native of the Rogue Valley, Dan Kosmatka graduated from Southern Oregon State College (now Southern Oregon University) with a B.S. degree in Business Administration. After gaining extensive experience while working for Deloitte Haskins & Sells, a “Big 8” accounting firm, in Honolulu, Portland, and Medford, he purchased its Medford office in 1976.
Dan specializes in taxation, financial planning, and estate planning. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants (OSCPA). He is also a Registered Representative of 1st Global Capital Corp., Member FINRA, SIPC, and an Investment Adviser Representative of 1st Global Advisors, Inc.
Dan is currently a member of the Medford Chamber of Commerce, a past Member and past Chairman of the Providence Community Board, Treasurer of the St. Mary’s Endowment Fund, and a Board Member of the Gordon Elwood Foundation. He was also a past member of governing council of the AICPA; past President, Vice President, Secretary, and Board Member of the OSCPA, past President of Southern Oregon Estate Planning Council, and past Officer, Board Treasurer, and Member of Medford Rotary Club.
Outside the office, Dan enjoys working out, golfing, and playing racquetball. One of his favorite pastimes is feeling the rush of the wind as he explores the country by motorcycle. He likes swimming and snorkeling in the open sea, spending time with friends and family, and helping his grandchildren in their life adventures.