WEALTHCARE INC - Key Persons
Job Titles:
- Payroll & Bookkeeping Specialist
Abby joined the WealthCare team as an intern in May 2023.
She is currently attending school for Accounting with a specialization in payroll at Minnesota State Technical & Community College in Moorhead.
Outside of work, Abby enjoys spending time with her family and friends. She also enjoys reading, playing volleyball, and any outdoor activities.
Job Titles:
- Insurance Assistant / Office Administrator
Job Titles:
- Enrolled Agent / Tax Specialist
Austin joined the WealthCare team in January of 2021. He graduated from SCSU in December 2020 with a degree in Finance. He has a few years of experience in payroll, bookkeeping, and data entry and tax preparation. Austin passed his IRS Enrolled Agent exam in 2023. Outside of WealthCare, Austin enjoys being outdoors, playing baseball for the Cold Spring Rockies, and spending time with his wife Corbin.
Job Titles:
- Enrolled Agent / Payroll Processor
Carter Joined the WealthCare team back in February 2019 as an intern his freshman year in college. He initially started with data entry and processing for the tax returns that would come in during the busy season. In the summer of that same year, he started doing payroll.
Carter is now an IRS Enrolled Agent. He completed his Bachelor of Science degree in Accounting from Saint Cloud State University in the Early months of 2022. He is now studying for the CPA tests while completing a Bachelor of Science degree in Finance, also at Saint Cloud State.
When Carter isn't working, he loves to read and relax with friends and family. He is also a gamer and loves to play, watch, talk sports. He currently plays baseball as an Avon Laker and is in a number of softball and volleyball leagues around the area.
Chad joined the WealthCare Team in 2003, and then purchased the firm in 2007. He came to WealthCare with 20 years of experience as a corporate controller for a large central Minnesota manufacturing company. Chad did everything from Human Resources to Dispatch and Delivery to Accounting. While there, he developed many of the inventory control programs and cost accounting programs used by the company.
Chad has lived in Cold Spring since 1993. He and his family have been life long residents of Stearns County. Chad, like his wife, grew up on a dairy farm in western Stearns County. It is that up-bringing that gives Chad his strong sense of ethics and also his work habits.
Chad is very involved with the local community. He is currently involved with the Cold Spring Maennerchor. For 12 years he had been serving as Trustee for the St. Boniface Parish in Cold Spring. He also served as Trustee for Assumption Home in Cold Spring and on Assumption Home's campus building committee for 9 years. Chad served on the Board of Directors for the Central Minnesota Credit Union for 10 years. He served with the local Cub Scouts and with the Great Northern Theatre Company.
Chad is also currently in his Deaconate Formation with the St. Cloud Diocese.
What Chad likes most about life is his family. His children and his grandchildren are the apple of his eye. Chad's motto is "Faith, Family, Friends,......and work. In that order!"
Chad is licensed as an insurance agent in Minnesota and is an IRS Enrolled Agent.
Job Titles:
- Payroll & Bookkeeping Specialist
Char joined the WealthCare team in July 2021, assisting with payroll and bookkeeping tasks.
Before working with WealthCare, Char was doing bookkeeping and payroll for a trucking company and in the winter was helping Pat Gorecki with Receptionist/Clerical duties. She has Worked at 3 different financial institutions, doing anything from being a teller, bookkeeping, computer operator, and Supervisor at the Credit Union in Freeport
She lives on a Dairy farm with her family. Outside of working at WealthCare, Char loves gatherings with family, friends and co-workers.
Job Titles:
- Payroll & Bookkeeping Specialist
Cindy joined WealthCare in September 2023. She is one of the faces you will see at our front desk.
Cindy has an Administrative Assistant degree from Saint Cloud Technical & Community College.
In her spare time Cindy spends her time with her three children and husband, Donny on their hobby farm. Cindy's boys are in Soccer and Football, which keeps her on her toes.
Job Titles:
- Payroll / Bookkeeping Specialist
Diane joined the WealthCare team in 2021 after WealthCare Inc acquired another firm. She currently is in the Payroll/Bookkeeping Dept and can be found in the Melrose office. She has worked in the tax, payroll, and bookkeeping profession since 2004. Her degrees include Bachelor of Science in both Marketing and Management from Minnesota State University, Moorhead.
Diane and her husband have lived outside of Melrose, in the Spring Hill community, for 32 years. They made their home and raised 4 children on their dairy farm. Outside of WealthCare, they enjoy baseball, bon fires, and hunting.
Donna Stone is a CPA and an enrolled agent. She graduated from St Cloud State University as a nontraditional student and has 30+ years of experience in various aspects of bookkeeping, accounting and tax. Donna works with business tax, individual tax and Not-for-Profits. Donna first worked for Wealthcare from 2006 to 2012 and recently returned and will work primarily in the Eden Valley office.
Donna is married to Marty and they have 6 children, 9 grandchildren. When not working she enjoys time spent with family and friends, camping, biking, gardening and reading.
Jean is a CPA with over 40 years of experience in accounting and finance. That includes 9 years in public accounting, 9 years as an accounting and tax manager in a private industry, and 22 years in the banking industry as a commercial credit analyst and portfolio manager. She is a Cold Spring native and earned a BA degree in business administration/ accounting from the College of St. Catherine. Outside of work Jean enjoys golfing, boating, yard work, hunting, fishing, and spending time with family and friends.
Jill joined the WealthCare team in January of 2004. Jill handles the insurance sales and services at WealthCare. With over 25 years of insurance experience, Jill has the knowledge and understanding to help you with all your insurance needs including Auto, Home, Health, Disability, Long Term Care, Medicare Part D, Farm, Crop, Commercial General Liability and Work Comp.
WealthCare is appointed with several insurance companies including Melrose Mutual, North Star, Travelers, Liberty Mutual, Progressive, Blue Cross, Medica, Health Partners, Illinois Mutual and NAU Country. With a variety of options to choose from, Jill can find a policy that is the right fit for you, your family, and your business.
Jill and her family live on a hobby farm between Richmond and Farming. They enjoy raising steers, chickens, bees, and pumpkins. Jill and her husband Pete enjoy playing volleyball and are active with the Farming Lions. You may also see them with their 3 daughters at one of their many school, sport, and church activities.
Job Titles:
- Enrolled Agent, Tax Specialist
Jon, who earned his accounting degree at St Cloud state, joined the WealthCare team full-time in March of 2013. Before joining WealthCare Jon held postions in human resources and payroll for over 5 years. His introduction to taxes came in 2011 when Jon started working part-time at WealthCare to keep the tax returns moving and completed in a timely fashion. In November of 2015 Jon obtained his IRS Enrolled Agent License and can help with any current or past tax concerns or issues that our clients may have.
Jon is married to Rachael and they have three children that they love to spend time with. He spends time with his family enjoying the summertime at their cabin on the pontoon, playing board games or just sitting around a campfire. Jon also works with his brothers to run 300+ acres of farmland and 100+ beef cattle, however, during tax season he isn't expected to help very much. He is still playing softball, even though it isn't as much as he used to as he helps coach his kids in various sports they like to play as well. As busy is Jon is all year, he is greatly appreciative of the support he gets from his wife.
Julie joined the WealthCare team in 2021. She has worked professionally and been a part of the community of Cold Spring since 1998 and enjoys the warmth and diversity of the community.
Julie is licensed in Life, Health, Property and Casualty insurance, and truly enjoys getting to know clients and assisting them in discovering what insurance suits their needs.
Julie grew up on a dairy farm and continues to farm in her own way. She raises chickens and spends her summers caring for a large garden and selling homemade and homegrown goods at the local farmer's market with her two kids. Julie is married to John, and together they love to hunt, fish and camp with their kids.
Job Titles:
- Payroll & Bookkeeping Specialist
Kole joined the WealthCare team in September of 2019. He is a ROCORI graduate and during his Junior and Senior year at ROCORI, he attended SCTCC under the Post-Secondary-Enrollment-Option. He graduated St. John's University in 2021 with a major in accounting with a finance concentrate. Outside of the office Kole enjoys playing inter-mural basketball and flag football. Kole also enjoys spending time with his family and playing with his husky named Jordyn.
Lola is one of the friendly faces that will greet you when you walk through the doors of our CS location.
You might recognize her from her 20 plus years of service at First National Bank- currently Granite Bank and 20 years at Stearns Bank. We are lucky to have her and her bubbly personality as part of the WealthCare family since February, 2020.
Lola and her husband Dave have 3 grown children and 7 grandchildren. When she is not here working during tax season, Lola enjoys reading and spending time with her family and friends!
Job Titles:
- Payroll and Bookkeeping Specialist
Mary has worked at WealthCare, assisting in different areas for many years. She has worked with QuickBooks for over 25 years doing bookkeeping and payroll. Her main focus at WealthCare has been in processing tax returns, as well as billing and accounts payable.
She and her husband have 3 grown children and 5 grandchildren. She also works part-time at St Boniface Parish in the music ministry. When not working at the office she enjoys reading, cooking, and spending time with family and friends.
Nancy joined our team in 2007. She can be found at the Front Desk in Cold Spring, always ready with a quick smile and friendly ‘hello'.
Nancy assists with the daily process of pushing the paperwork in the office. Scanning your information with a little bit of conversation while she does it. Occasionally helping in other areas in the office when needed.
When not at work, Nancy spends her spare time quilting with several projects always on the horizon. She and Mike, her husband have four daughters, all grown and building lives of their own. Her grandchildren hold a special place in her heart as her family continues to grow.
Nathan joined the WealthCare team in January 2024. He is a CPA and holds a BA degree in Accounting from the College of St. Scholastica. Nathan brings nearly 20 years of accounting, payroll and bookkeeping experience.
Nathan and his wife Stephanie reside in Cold Spring with their 5 children. When not working, he stays busy with their children's activities, numerous home improvement projects, meticulously maintaining his lawn and hanging out by the pool.
Sarah joined the WealthCare Team in December 2021.
Sarah enjoys spending time with her husband and children when not working.
Job Titles:
- Payroll & Bookkeeping Specialist
Trish joined the WealthCare team in January 2022 after earning her Bachelor of Science in Finance from St. Cloud State University.
Trish enjoys spending time with her husband Joey, with their cat and dog. In her spare time, you will catch her helping her parents on their farm, crafting, and playing sports.
Will Beardmore comes to us having previously been a Financial Advisor in his hometown of Lafayette, Indiana. He recently moved here with his wife, Paynesville-native Kari (Hoeft) to be closer to her family for the birth of their [adorable!] baby Cecilia. Personally, Will enjoys camping, coaching football, helping on his in-laws' farm, and trying new foods & drinks.
Professionally, Will enjoys taking a wholistic approach to financial advising, with an emphasis on flexibility, efficiency, and security. He holds a number of investment and insurance licenses including Series 7, 66, and Life & Health Insurance.