Jannsen + Company Expands its Financial Services Team
Jannsen + Company has added Alisha Schulz, Katherine Timm and Jordan Waech to its financial services team.
Schulz manages the day-to-day client support activities and assists advisors to ensure client satisfaction. She has four years of financial industry experience and holds a life insurance license. Schulz graduated from the University of Wisconsin-Milwaukee with a Bachelor of Science degree in Architectural Studies.
Timm focuses on corporate tax return preparation, compilations, reviews and bookkeeping. She became a Certified QuickBooks® ProAdvisor® in the fall of 2012. Timm graduated from the University of Wisconsin-Whitewater with a Bachelors degree in Business Administration with an emphasis on Accounting and Finance.
Waech concentrates on corporate and personal tax, compilations and reviews. He became a Certified QuickBooks® ProAdvisor® in the fall of 2012. Waech graduated from the University of Wisconsin-Whitewater with his Masters of Professional Accountancy.
“Alisha, Katherine and Jordan bring valuable knowledge, drive and a focus on client satisfaction,” says Terry Jannsen, CPA, CFP®, and President of Jannsen + Company. “We are proud to welcome them to our team.”
Founded in 1975, Jannsen + Company is a full-service certified public accounting and business resources firm with more than 30 professionals and team members. Besides a full range of CPA and payroll processing services, Jannsen + Company advises businesses on information technology, human resources and wealth management. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.