Wendy Sims, CPA/PFS
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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.
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
*Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Welgaard CPAs & Advisors.