HeimLantz CPAs Promotes Chi Guerrero to Wealth Management Advisor
HeimLantz is pleased to announce that Chi Guerrero CFP®, RMA®, CIMA® has been promoted to the role of Wealth Management Advisor. Chi joined the firm in 2018, as a Wealth Management Assistant with aspirations of providing clients with financial education. With dedication, hard work and the support of her husband Nate; Chi became a Paraplanner in 2020. She is looking forward to working alongside clients to be their trusted source and guide them to financial wellness. Raised...
HeimLantz Announces New Equity Owner
HeimLantz is pleased to announce that effective May 1, 2022, Sheri Mergenthaler, CFP®, CPWA®, CDFA® has been admitted to equity ownership of the firm. Mergenthaler has devoted the entirety of her professional wealth management career to HeimLantz. She joined the firm in 2006, first as an intern and then as a Wealth Management Assistant. She subsequently served as a Client Relationship Manager and then a Wealth Management Advisor. In 2021, Mergenthaler was promoted to Director of...
HeimLantz CPAs and Advisors Announces New Promotion for team member, Sheri Mergenthaler
HeimLantz CPAs and Advisors is pleased to announce that Sheri Mergenthaler, CFP®, CPWA®, CDFA® has been promoted to Director of Wealth Management. Mergenthaler joined the HeimLantz team in 2006 as a Wealth Management Assistant. From the start of her career at HeimLantz, she realized how much she loved helping others achieve their personal financial goals. In fact, her internship at HeimLantz was what inspired her to change her college major to finance. Mergenthaler has benefited from...
HeimLantz Team Members, Sheri Mergenthaler and Daniel Russell, Present at MACPA Event
Local accounting and business advisory firm, HeimLantz, is pleased to announce that Daniel Russell, CPA, ABV, CFF, CVA, CFE and Sheri Mergenthaler, CFP®, CPWA®, CDFA® recently presented at a MACPA Event titled “Having the Right Energy at the Right Time! & Financial Planning Techniques for All Stages of Life. “Personal financial planning is a topic that I am really passionate about,” said Sheri Mergenthaler. “It takes careful preparation to lay the pathway for a stable, long-term...
Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management℠
Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve Earlier this year, our firm’s wealth management support and services provider, 1st Global, was purchased by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax professionals. Blucora plans to unify its two wealth management divisions, HD Vest and 1st Global. HD Vest Financial Services is being rebranded and will be called Avantax Wealth Management℠ beginning Sept....
Murray, Wamsley & Schrader, LLC Joins HeimLantz CPAs and Advisors in Merger
Effective January 1, 2019, certified public accounting firm Murray, Wamsley & Schrader, LLC (MWS) is pleased to announce that it will be merging with local accounting company HeimLantz CPAs and Advisors. “The addition of Mary Ann Murray and Jenny Wamsley, and all of the team members at Murray, Wamsley & Schrader, to our firm will have a significant impact on the combined organization as we continue to strive to better serve our clients and the communities...
HeimLantz Wealth Management Team Attends National Conference
HeimLantz, CPAs and Advisors, a local public accounting and business advisory firm, is pleased to announce that on November 11th, the firm’s Wealth Management team attended the 2018 National Conference, hosted by 1st Global. This year, the National Conference was held in Louisville, Kentucky. The HeimLantz group participated in various activities throughout the weekend, including a visit to Churchill Downs, one of the most exclusive sporting events in the world. The group toured the Kentucky Derby...
HeimLantz Wealth Management Announces New Team Member
Local CPA and accounting firm, HeimLantz CPAs and Advisors is pleased to welcome, Chi Guerrero to the Wealth Management team. Chi joins the firm as a new assistant and will be a resource for the firm’s team of wealth management advisors. “I’d like to extend a warm welcome to Chi,” says Kathie Sulick, CPA, and Wealth Management Advisor. “We’re always seeking to add talented new professionals to our team, Chi will be a great fit for the...
HeimLantz Team Member Receives Progressive Ongoing Education Award
HeimLantz CPAs and Advisors, a local public accounting and business advisory firm, is pleased to announce that Meghan Canter has won a Progressive Ongoing Education Award with 1st Global. She will receive her award on stage at 1st Global’s National Conference in November. Meghan joined Heimlantz in 2008 and currently serves as a wealth management assistant. In this role, she is responsible for managing account transactions, generating paperwork, creating procedures and processes for the team, corresponding...
HeimLantz Wealth Management Staff Member Receives Certification
HeimLantz, CPAs and Advisors, the local public accounting and business advisory firm, is pleased to announce that Sheri Winegardner, CFP®, has become a Certified Private Wealth Advisor “This new designation makes Sheri even more of a valuable asset to the wealth management team,” said Carter Heim, CPA and President of HeimLantz. “We are happy to see her continue to focus on her professional development. Her clients directly benefit from her ongoing dedication to her professional growth.”...
HeimLantz Hosts Long-Term Care Seminar
February 21st, HeimLantz Wealth Management hosted a client seminar on retirement planning as it relates to long-term care and protecting your loved ones and assets should that situation ever arise. Roughly 20 HeimLantz clients and referral sources joined the firm for the seminar presented by Mike Mazzoni CLU®, LUTCF, CLTC, of OneAmerica. Wealth Management advisors Kathleen Sulick and Sheri Winegardner were also on hand to discuss wealth management with clients. The seminar included information on...