Broker Check

Your Tax Preparation Team

*Individual is not affiliated with Osaic Wealth

*Jill  Schoenwalder, EA

*Jill Schoenwalder, EA

Partner, Director of Tax Services

Michael  Savolt

Michael Savolt

Founder, Wealth Advisor

Bryan  Grant, ChFC

Bryan Grant, ChFC

Partner, Wealth Advisor

Chase  Vande Yacht

Chase Vande Yacht

Partner, Wealth Advisor

Dominic  Reinerio

Dominic Reinerio

Partner, 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

*Tom  Servais, CPA

*Tom Servais, CPA

Certified Public Accountant

*Tammy  Baldwin, EA

*Tammy Baldwin, EA

Senior Accountant / Enrolled Agent

*Colleen Srnka, CMA

*Colleen Srnka, CMA

AFSP Record of Completion

Brian Hermes

Brian Hermes

Wealth Advisor

*Dawn  Heckmann

*Dawn Heckmann

Tax Professional

Debbie  Moore

Debbie Moore

Senior Assistant / Tax Professional

*Diane Shea

*Diane Shea

Tax Professional / Accountant

*Jacci Nickel

*Jacci Nickel

Tax Professional

*Jody  Duckart

*Jody Duckart

Tax Professional

Katie Weinschenk

Katie Weinschenk

Wealth Advisor

*Kelsey Wickstrom

*Kelsey Wickstrom

Tax Professional / Accountant