Partner, Investment Advisor Representative

Areas of Concentration:
Business development, individual, corporate and partnership income tax planning and consulting, financial, risk management and retirement planning and small business consulting

Education:
B.S. in Accounting, Upper Iowa University, Fayette, Iowa
Associates Degree in Accounting and Business Administration, American Institute of Business, Des Moines, Iowa.

Professional /Personal Activities:
Member of the American Institute of Certified Public Accountants, its Personal Financial Planning Division and holds the Preferred Financial Specialist Designation, member of the Iowa Society of Certified Public Accountants and Urbandale Chamber of Commerce.

Enjoys family activities, biking, hiking, all types of music and sports.

License Numbers:
Iowa CPA License: 5986
Registered Investment Representative: 60018

Partner

Areas of Concentration:
Tax, write up services, payroll and payroll tax processing, computer software training, individual, corporate and partnership income tax preparation.

Will joined us in November 2009, he has accounting experience in the private sector, has worked for the Internal Revenue Service taxpayer assistance division and experience in the preparation of tax returns with a tax return processing company.

Professional /Personal Activities:
Enjoys spending time with his family, watching sports, and spending time with nature whether it be biking, fishing, golfing, canoeing, photography, or gardening.

Education:
B.S. in Accounting, Iowa State University, Ames, Iowa.

License Numbers:
IA CPA License: 12693

Accountant/Manager

Areas of Concentration:
Business development, individual, corporate and partnership income tax planning and consulting, write up services, payroll and payroll tax processing, computer software training. Designated Quickbooks Professional Advisor.

Nancy joined us in July 2007 after working over 15 years in public accounting. We are fortunate as an organization to have someone with her years of experience to leverage for the benefit of all our clients.

Professional / Personal Activities:
QuickBooks ProAdvisor

Client Service Coordinator

Areas of Concentration:
Client service coordinator, financial services administration, bookkeeping and payroll processing.

Jean has worked for over 16 years in client service areas. She joined our organization part-time in 2009 and transitioned to full-time in 2014. She enjoys cooking for family and friends, outdoor activities including camping and fishing.

Accountant

Areas of Concentration:
Individual, corporate and partnership income tax preparation, write up services, payroll and payroll tax processing, computer software training. Designated Quickbooks Professional Advisor.

Jadon joined the firm in July 2017 after working for 13 years in public accounting.

Education:
B.A. in Accounting and Business Administration, Northwestern College, Orange City, IA

Professional Certifications:
QuickBooks ProAdvisor

Assistant to the Client Services coordinator

After retiring from a 30-year career as a school counselor, Kim joined us in January of 2017 doing clerical work on a part-time basis. When one of our staff members moved away and Kim’s children were both off to college, her part time status moved closer to full time during tax season.
In her spare time, she enjoys traveling, reading, scrapbooking and being with friends and family.

CPA

After being a member of the firm for over 20 years, Rod semi-retired from Financial Care Professionals December 31, 2020. We are extremely fortunate Rod will be working with us during upcoming tax seasons assisting us with tax return processing. After tax season, Rod will enjoy golfing, jogging, traveling and spending time with his wife and grandchildren.