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    How to Locate Lost Retirement Benefits

    Feb 01, 2018| by admin

    For one reason or another, you may find yourself in a situation where you have lost track of a retirement account like a 401(k) or pension. Luckily, there are several handy but little-known ways to retrieve account information.

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    3 Important Facts About Splitting an IRA in a Divorce

    Jan 01, 2018| by admin

    Divorce often involves the splitting of major financial assets, and an IRA plan is, in some cases, a couple's largest single financial asset. Splitting an IRA in a divorce is not like splitting a home or other assets. Here are 3 important facts to be aware of.

  • Non-spousal Inherited IRAs - 3 Tips to Avoid Costly Tax Traps

    Jan 01, 2018| by admin

    While the death of a grandparent or a parent is very sad, if you do end up receiving an inherited IRA, do not just cash out the funds. It will cost you in income taxes if you do!

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Our team is dedicated to providing you the best accountant and business consulation.

Kristina Adams

Kristina Adams

Client Specialist

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Diane Altschwager

Diane Altschwager

Financial Assistant

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Ellen Bright

Ellen Bright

Administrative Assistant

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Lorene Cervenka

Lorene Cervenka

Administrative Assistant to the President

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Patty Davidson

Patty Davidson

Chairman, Partner

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Gina Frederiksen

Gina Frederiksen

Administrative Assistant/Central Receptionist

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David Gruber

David Gruber

Investment Advisor Representative

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Janice Hartman

Janice Hartman

Financial Assistant

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Brad Haverback

Brad Haverback, CFP®

Vice President, Partner

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Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer

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Ky Kramer

Ky Kramer

Financial Associate

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Sandy Kuda

Sandy Kuda

Secretary / Treasurer

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Tory Meiborg

Tory Meiborg

President, Partner

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Rob Myers

Rob Myers, CFP®

Investment Advisor Representative

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Mike Russ

Mike Russ

Investment Advisor Representative

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Donna Sanders

Donna Sanders

Vice President

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Becky Shanahan

Becky Shanahan

Administrative Assistant

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Sarah Specht

Sarah Specht

Investment Advisor Representative

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Tim Terry

Tim Terry

Founder, Partner

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