Your Tax Preparation Team
*Individual is not affiliated with Osaic Wealth
*Jill Schoenwalder, EA
Partner, Director of Tax Services
Bryan Grant, ChFC
Partner, Wealth Advisor
Dominic Reinerio
Partner, Wealth Advisor
*Abby Savolt, CPA
Certified Public Accountant
*Barb Lewis, CPA
Certified Public Accountant
*Cheryl Alderson, CPA
Certified Public Accountant
*Nikki Coolman, CPA
Certified Public Accountant
*Tom Servais, CPA
Certified Public Accountant
*Tammy Baldwin, EA
Senior Accountant / Enrolled Agent
*Colleen Srnka, CMA
AFSP Record of Completion
Brian Hermes
Wealth Advisor
*Dawn Heckmann
Tax Professional
*Diane Shea
Tax Professional / Accountant
*Jacci Nickel
Tax Professional
*Jody Duckart
Tax Professional
Katie Weinschenk
Wealth Advisor
*Kelsey Wickstrom
Tax Professional / Accountant