Wendy Sims, CPA/PFS
Call 641.628.4521 to speak with a team member
Message for more information
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.
Education
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
Personal Financial Specialist (PFS)
Community Involvement
Member of Trinity Reformed Church
Leighton State Bank - Board of Directors
Fields for Our Future - Board Member
Council Member for Teens Encounter Christ (TEC)
Member of Vocational Advisory Council for Pella High School
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
Favorite Quote
“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
Dependable
*Check the background of your financial professional on FINRA's BrokerCheck.
Avantax WM Holdings is the holding company for the group of companies providing financial services under the Avantax name.
*Investment advisory services are offered through Avantax Planning Partners. Commission-based brokerage services are offered through Avantax Investment Services, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.