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Partners

Jeffrey G. Knapp, CPA – Managing Partner
15+ Years of Service

Jeff has more than 19 years of tax and management advisory experience and has been with EV & Co. since 2000. He works with a variety of industries including agriculture, construction, health care, consulting, financial, manufacturing, non-profit, professional services, wholesale and retail.  As the managing partner, Jeff oversees firm management while maintaining all of his client relationships.

Jeff is responsible for corporate, partnership and individual income tax preparation and consulting, estate planning, financial planning, financial statement preparation, general business consulting and management services, strategic planning and ownership and succession management. Jeff is also an Investment Advisor Representative, a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.

He graduated from North Iowa Area Community College and graduated from the University of Northern Iowa with a Bachelor of Arts degree in Accounting.

Jeff is a member of the Knights of Columbus and Rotary International. Jeff is a member of the Iowa Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Roger D. Nerdig, CPA
35+ Years of Service

Roger joined the firm in 1978 and became partner in 1985. He works with various industries including agriculture, construction, professional services, retail, and manufacturing.

Roger is involved in individual, corporate, and partnership tax planning, estate planning, succession planning, financial and retirement planning, and business consulting. He also is responsible for the firm’s peer review. He is an Investment Advisor Representative, a Registered Representative with a Series 6 & 63, and holds a life, health, and accident insurance license.

Roger graduated from Waldorf College with an Associate of Arts degree and graduated Cum Laude from Wartburg College with a Bachelor of Arts degree in Accounting and Business Administration.

Roger has served the community as Treasurer of Trinity Lutheran Church, Treasurer and President of Algona Lions Club, Treasurer of Algona Family YMCA, a member of the Finance Committee of Algona YMCA, and Secretary and Chairman of Kossuth County Compensation Committee. He enjoys golfing and traveling. Roger is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.

Jerry D. Brown, CPA
30+ Years of Service

Jerry has more than 30 years of CPA experience having been with EV & Co. since 1981. He provides services to a variety of clientele including farmers, construction, manufacturing, banks, rental real estate and retail.

He provides clients with tax, accounting, financial services and consulting including retirement, succession and estate planning. He provides services for corporations, partnerships and limited liability companies as well as individuals. Jerry is also an Investment Advisor Representative with a Series 6 & 63, and holds a life, health, and accident insurance license. Jerry handles our Buffalo Center, Iowa office every Wednesday throughout the year and also on Fridays from January through April 15.

Jerry graduated from the University of Northern Iowa with a Bachelor of Arts degree in Accounting.

Jerry serves his community as Treasurer of Algona Economic Development Corporation, Past President of Algona Lions Club and is a member of the Algona Ambassadors. He is also a member of the Iowa Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Jerry enjoys singing in the Algona Cornbelt Chorus and in the church choir. His other hobbies include golfing, working in the yard, and travel.

Aaron R. Greteman, CPA
5+ Years of Service

Aaron joined EV & Co.'s Algona professional staff in 2007 and became a partner on October 1, 2009. Prior to joining EV & Co., Aaron was a Tax Manager for a Big 4 public accounting firm. Aaron works with a variety of industries including automobile dealers, agriculture, construction, manufacturing, non-profit, and professional services.

Aaron is responsible for all aspects of income tax compliance for his clients including corporate, partnership, trust and individual income tax forms. He provides various consulting services including estate planning, financial planning, financial statement preparation, general business consulting, strategic planning, and succession management. He is also responsible for overseeing the technology requirements of the firm. Aaron is an Investment Advisor Representative, a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.

 

He received his Bachelor of Science degree from Iowa State University where he double majored in Accounting and Management Information Systems.

Aaron is currently the Vice-President for the Algona Chamber of Commerce, serves on the Board of Directors and Finance Committee for the Algona YMCA, serves on the advisory board for the Monsignor Lafferty Tuition Foundation, and is a member of the Algona Rotary and the Knights of Columbus . He is also a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.

Thad A. Lichter, CPA
5+ Years of Service

Thad began his public accounting career as a CPA in 1997, joined the EV & Co. team in November of 2008, and became a partner on October 1, 2009. Thad works with a variety of industries including agriculture, retail, health care, construction, non-profit, and consulting.

Thad is involved with all aspects of personal and business income tax planning and preparation, personal financial planning, business consulting and management services, and financial statement preparation. Thad also facilitates the firm’s tax and accounting research function. Thad is a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.

Thad is a 1997 graduate of the University of Northern Iowa where he received his Bachelor of Arts degree in Accounting. Prior to joining EV & Co., Thad was a Senior Tax Manager for a Quad Cities area CPA firm for seven years.

Thad is a native of Algona and currently resides near Livermore with his wife, Mindy, and their three children. In his spare time, he enjoys golfing, spending time with his family and friends, and volunteering in church activities. Thad is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.

Brian L. Sohn, CPA, CFP®
10+ Years of Service

Brian has more than 10 years of tax and management advisory experience and has been with EV & Co. since 2007.  Brian serves as managing partner of our Iowa Great Lakes office in Okoboji.  He works with a variety of industries including agriculture, construction, health care, consulting, financial, manufacturing, non-profit, professional services, wholesale and retail.

Brian is responsible for corporate, partnership, and individual income tax preparation and consulting, estate planning, financial planning, financial statement preparation, general business consulting and management services, strategic planning and ownership and succession management. Brian is a CERTIFIED FINANCIAL PLANNER™. He is also an Investment Advisor Representative, a Registered Representative with a Series 6, 7 and 63, and holds a life, health, and accident insurance license.

He graduated Cum Laude with his Bachelor of Arts degree from Buena Vista University, where he double majored in Accounting and Finance & Banking with an Economics minor.

Brian's professional affiliations include the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. He is the past-president and board member of Lakes Regional Healthcare Foundation, serves as treasurer of the Dickinson County Endowment Fund, serves as treasurer of the Bedell Family YMCA, is finance committee member at the Pearson Lakes Art Center, and is a member of Kiwanis. He lives in Spirit Lake with his wife Angela and children Avery, Addisen, Carter, Reese and Brecken. In his free time, he enjoys spending time with family, playing basketball, relaxing on the lake, and everything the Iowa Great Lakes has to offer.

 


 

Of Counsel

James R. Voigt, CPA
35+ Years of Service

Jim has been with the firm since 1977 and became a partner in 1979 and retired in 2015.

Jim has assisted in the area of tax services including small business entity selection, agricultural taxation and general business consultation to maximize profits and to minimize income taxes, and succession and estate planning.

He is a graduate of the University of Northern Iowa, with a Bachelor of Arts degree in Accounting. After serving in the United States Army, he was employed by a regional firm for three years before joining EV & Co.


*Securities offered through ProEquities, Inc. A Registered Broker-Dealer, Member FINRA & SIPC
Erpelding, Voigt & Co., L.L.P. is independent of ProEquities, Inc.

Advisory Services offered through Honkamp Krueger Financial Services, a Registered Investment
Advisor, 2355 J.F.K. Road, Dubuque, IA 52002

Please be advised that presently Jeff Knapp, Roger Nerdig, Jerry Brown, Aaron Greteman, Brian Sohn*, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa. For residents of other states in which registration is not held, proper licensing and registrations must be obtained by the representative 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 risks including possible loss of principal.