Wendy Sims, CPA
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Serving as the firm’s CEO, Wendy manages the firm through strategically planning for the future and communicating our vision and goals throughout the organization. She feels privileged to work with our staff to develop and reach their career goals. Her primary client focus is individual tax preparation, tax planning and advisory services. She enjoys helping clients achieve their financial goals by identifying and implementing tax-saving strategies. She is also involved in the firm’s business tax and advisory services. After enjoying her accounting courses at Pella High School, Wendy worked part-time for the firm through college and started full-time upon graduating from Central College. She became a stockholder in 1989 and has valued being an integral part of the firm’s growth.
Bachelor of Arts Degree in Accounting from Central College
Licenses & Memberships
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants
Iowa Insurance Producer's License with qualifications in Accident & Health and Life Contracts
Member of Trinity Reformed Church
Leighton State Bank - Board of Directors
Fields for Our Future - Board Member
Pella Regional Health Center Foundation - Board Member
Council Member for Teens Encounter Christ (TEC)
Member of Vocational Advisory Council for Pella High School
PACE Board Member
Interests & Hobbies
Spending time with family – especially her grandchildren
Traveling, especially to the beach
Camping and fishing
Tailgating with family and friends at Iowa State football games
Camping at the Iowa State Fair
Reading and working on puzzles
“WWJD – What Would Jesus Do?” – I try to answer this in everything I do. Although I fall short, all I can do is keep striving!
Describe yourself with one word
* Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor.
** Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Honkamp Krueger Financial Services, Inc. and Welgaard Financial Services are independent of ProEquities, Inc. ProEquities provides financial products and services, and does not provide or supervise tax or accounting services. Advisors may provide tax, accounting, or other services through their independent outside business, but these services are separate and apart from ProEquities.
Please be advised that presently Stan Schuring holds Series 6 and 63 licenses in Iowa, Missouri and Colorado and Mike Ver Meer hold Series 6 and 63 Licenses in Iowa. For residents of other states in which registration is not held, proper license and registrations must be obtained before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risk including possible loss of principal.