Wendy Albers, CPA/PFS
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Wendy is a senior account manager and stockholder focusing on individual, business and non-profit tax and accounting services, along with business consulting and planning. She prepares individual and trust tax returns as well as providing QuickBooks and Sage50/Peachtree software support. Since joining the firm in 2008, Wendy has been building strong, lasting relationships with clients that go beyond the numbers. She is solution focused and keeps a positive attitude. The most rewarding thing about her career is helping clients develop a deeper and better understanding of their finances and making complex and overwhelming tax laws easier for them to comprehend. It is very satisfying to help a client reach that light bulb moment when they truly understand something that they didn’t think they could. She feels privileged to work with a great team that takes sincere pride in serving our clients and surrounding communities.
Education
MBA graduate course work from Bellevue University
Bachelor’s Degree in Accounting and Business Administration, Northwestern College
Licenses & Memberships
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants
Personal Financial Specialist (PFS)
Community Involvement
Past Treasurer of Pella Dollars for Scholars
Member of Trinity Reformed Church
Current treasurer of Teens Encounter Christ
Interests & Hobbies
Gardening
Reading
Puzzles
Spending time with family and friends
Describe yourself with one word
Straight-forward