Firm Profile
I purchased this company in November, 1994. I am a certified Public Accountant and Personal Financial Specialist licensed in the State of Missouri. I have been a licensed CPA since May of 1992. I have worked in the Accounting and Tax fields since September of 1988. With my staff, equipment, and information resources at my disposal, you can be confident that you’re getting the best possible tax and accounting services at a reasonable price.
I passed the Investment Licensing Exams in July 2005. I was awarded the PFS (Personal Financial Specialist) designation by the American Institute of Certified Public Accountants in August 2009. Investment clients include Individuals, Corporate Retirement Plans and Company Health Plans.
In order to maintain the certificates of Certified Public Accountant and Personal Finance Specialist, I am required to complete a minimum 45 hours annually of Continuing Education including Accounting, Tax, Insurance and Personal Financial Planning, which I have exceeded every year.
My permanent staff includes Mark Ryterski, Kathy Boyer, Rachel Freund and Lauren Watkins. Shannon Schindler is a regular tax season addition. This year Nancy Wall, Nathan Indelicato, Gary Moorhem, and Yehuda Novick will also join the tax season staff.