WORDPRESS THEME BY OCEANWP - Key Persons
James enjoys working with the staff to provide the best customer service for our clients. James has been married to Kristen for 20 yrs and spends his free time with their two children Ty and Brayden. If he is out of the office he is hunting and fishing. Go Vikes !!!
Job Titles:
- Advisor
- Certified Public Accountant
Kristen started in accounting after graduating from Minnesota State University, Mankato in 1996. She holds a degree in Accounting, with minors in Business Administration and Economics. She has held a CPA license since 2001. Kristen has over twenty-five years of broad & diversified experience as a CPA. She has a passion in helping our clients provide for their future and their legacy through balanced Estate planning. In her free time, Kristen enjoys spending time with her husband James and their two sons Ty & Brayden while relaxing at the lake.
Job Titles:
- Enrolled Agent / National Social Security Advisor
Lynn is an Enrolled Agent, she represents taxpayers before the state or the IRS when it comes to collections, audits, and appeals, specializing in tax and tax law.
She is also a National Social Security Advisor, providing guidance on social security issues and planning strategies as well as issues arising from IRMAA adjustments.
Lynn is a member of the MN NATP Board of Directors.
She has a unique blend of experience and personal attributes that makes her a quality resource to support your business and personal needs. In her free time Lynn loves to spend it with any of her 8 grandchildren. Her favorite quote is, "Life is like a camera, you focus on what's important, capture the good times, develop beyond the negatives and if things don't work out, take another shot at it."
Mandy grew up on a farm near Hutchinson, MN and is very familiar with hard work. She graduated from Minnesota State University, Mankato in 2002 with a degree in Finance and a minor is Business Administration. Mandy is responsible for analyzing tax returns. Mandy stays active by participating in group workout classes at JP Fitness, and in her spare time she enjoys snuggling with or walking her 2 Boston Terriers. Mandy is an avid football and hockey fan.
Olivia is committed to excellence in customer service and is an ambitious, outgoing individual. Her philosophy centers around what role she can play in helping others find solutions. Olivia has more than 10 years previous experience in logistics, hospitality and administrative background and is very detailed oriented. Olivia spends her time off finding new adventures with her four children and their rescue dog, Gryffindor. Olivia's family loves boating, fishing or hiking together, watching the Mavericks Football or Hockey Games, catching a concert or being active in local theatre productions.