How did I get here?
Early in my career, I knew I wanted to help people beyond filing their annual tax return. Naturally, I was interested in how to work in a position where I could utilize my tax expertise while “scratching that itch” to offer financial planning advice. I learned quickly that there weren’t many opportunities to bridge between tax and wealth planning, but I did learn there were lots of “financial planning” opportunities available!
However, I slowly realized that these opportunities were geared towards product sales or asset gathering and not consulting, which I thought wealth advising should be. This realization led to extreme frustration that the only way I could provide wealth advice was through selling a product.
Yet, I knew there had to be a way to provide wealth advice without those major conflicts of interest. The info-maniac inside researched what others were doing and put together my plan to make this happen.
Ever since I interviewed with Johnson Block and Company, Inc. one line that has stuck with me was that this was a firm for the entrepreneurial CPA. Never forgetting this I knew this was the perfect place to share this business plan and chase my dream.
The Professional Bio
I received my Bachelor of Science at the University of Wisconsin-Whitewater in Accounting, and rather than taking the normal path of an aspiring accountant I decided to obtain my Master of Business Administration (MBA) with an emphasis in Finance. After that, I obtained my Certified Public Accountant (CPA) credential. To distinguish myself as a tax expert with comprehensive financial planning knowledge I obtained the Personal Financial Specialist (CPA/PFS) credential.
My career started in 2008 at a large regional CPA firm where I dabbled in different audit industries but quickly ended up becoming a tax professional. After four great years, I decided to move to Johnson Block and Company, Inc. in November 2012.
On a personal note
My fun-loving wife and I spend a lot of our free time with family and friends involving our beloved Wisconsin college and professional sports teams. Otherwise, we enjoy the freedom of various outdoor activities Madison and Southwestern Wisconsin have to offer.
JBC Wealth Advisors, LLC is a fully owned subsidiary of Johnson Block and Company, Inc in Madison, WI. Johnson Block is a full-service accounting firm specializing in tax, audit & review, consulting, technology, and bookkeeping services.