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, computer software training, bookkeeping, payroll, and payroll tax processing.
Keaton joined us in September of 2024, he has tax examination experience from working with the Iowa Department of Revenue.
Professional /Personal Activities:
Enjoys social activities, being outside, playing basketball, watching sports, and playing chess.
Education:
B.S. in Finance, Iowa State University, Ames, Iowa.
Accountant
Areas of Concentration:
Individual, corporate and partnership income tax preparation, bookkeeping services,
payroll, and payroll tax processing.
Idonis joined the firm in August 2024 after working as a Business Office Manager and obtaining his MBA.
Education:
B.B.A. with an emphasis in Human Resource Management, University of Wisconsin Oshkosh, Oshkosh, WI
M.B.A. with an emphasis in Accounting, Bowling Green State University, Bowling Green, OH
Professional Certifications:
QuickBooks Online Certified Bookkeeper
Personal Activities:
I like to spend time with family, play card games and video games, watch and participate in sports,
and enjoy spending time outdoors.
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.