Broker Check

Your Accounting Team

*Individual is not affiliated with Osaic Wealth

*Debra Schweiner

*Debra Schweiner

Partner, President

*Jill  Schoenwalder, EA

*Jill Schoenwalder, EA

Partner, Director of Tax Services

Michael  Savolt

Michael Savolt

Founder, Wealth Advisor

*Abby Savolt, CPA

*Abby Savolt, CPA

Certified Public Accountant

*Barb Lewis, CPA

*Barb Lewis, CPA

Certified Public Accountant

*Cheryl  Alderson, CPA

*Cheryl Alderson, CPA

Certified Public Accountant

*Nikki Coolman, CPA

*Nikki Coolman, CPA

Certified Public Accountant

*Tammy  Baldwin, EA

*Tammy Baldwin, EA

Senior Accountant / Enrolled Agent

*Ann Shefchik

*Ann Shefchik

Senior Accountant

*Brenda Hearley

*Brenda Hearley

Senior Accountant

*Diane Shea

*Diane Shea

Tax Professional / Accountant

*Kelsey Wickstrom

*Kelsey Wickstrom

Tax Professional / Accountant

*Sandy Matthews

*Sandy Matthews

Senior Administrative Professional