Team
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Professional
- Alina Veenendall
- Brady Powers
- Cindi Rutten
- Daren J. Powers, MBA, CPA, PFS
- MacKenzie S. Zajec, CFP
- Robert E. Brooks, CPA
- Sarah Sorenson
- Tammy Powers
- Teresa DeYoung, CPA
Daren J. Powers, MBA, CPA, PFS
Financial Advisor
Daren has been working with individuals and businesses in Western Wisconsin for over 25 years. Daren has extensive personal and professional experience in the areas of investments, financial planning and tax preparation. Daren...
MacKenzie S. Zajec, CFP
Financial Advisor
MacKenzie joined our team in April 2019 and brings over ten years of investment experience helping both individuals and businesses meet their unique investment goals. He focuses on empowering clients to make informed tax-smart wealth...
Robert E. Brooks, CPA
Tax Specialist
Bob is a graduate of University of Wisconsin - Eau Claire and has been a CPA since 1987. He joined our firm in 2006 and specializes in individual income tax.
Sarah Sorenson
Tax Support
Tammy Powers
Office Manager
Tammy has a business degree from the University of Wisconsin - River Falls and has over 20 years of experience managing our office. Tammy's duties include overseeing scheduling for all staff members, meeting with clients to insure...
Teresa DeYoung, CPA
Accountant
Teresa joined our firm in November 2009. She graduated from the University of Wisconsin-River Falls where she earned a Bachelor of Science degree in Accounting and has been a CPA since 2011. Teresa is proficient in QuickBooks and Sage...