We’re excited about the strengthening of our tax team over the past couple years. This year we upgraded our tax software to a more efficient package and have added more expertise. Tammy Wakevainen, CPA joined us in 2019 and heads up our tax team. This year we added another CPA, Amy Haselhuhn, who, like Tammy, comes to us with over twenty year’s experience in taxes.
Most wealth management firms don’t even offer tax preparation services and we’re fortunate to have these two experienced professionals to share their expertise with our clients and younger advisors. See more about Tammy, left, and Amy, right.