Brian L. Sohn, CPA, CFP®

    15+ Years of Service

    Brian has more than 15 years of tax and management advisory experience and has been with Erpelding, Voigt & Co., L.L.P. 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, 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 has volunteered to serve various community organizations including Indian Athletic Booster Club, Lakes Regional Healthcare Foundation, Dickinson County Endowment Fund, Bedell Family YMCA, Pearson Lakes Art Center, and 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 and pickleball, relaxing on the lake, and everything the Iowa Great Lakes has to offer.

    Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, 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 Erpelding, Voigt & Co., L.L.P. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

    CFP® and CERTIFIED FINANCIAL PLANNER® are trademarks owned by the Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.