25+ Years of Service
Managing Partner
Jeff has more than 25 years of tax and management advisory experience and has been with Erpelding, Voigt & Co., L.L.P. 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.
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 Erpelding, Voigt & Co., LLP.
