15+ Years of Service
Jeff has more than 19 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.
Securities offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. Advisory Services offered through HK Financial Services (HKFS), a Registered Investment Advisor. Insurance products offered through many highly rated carriers. Erpelding, Voigt & Co., L.L.P., HKFS and ProEquities are independent of each other.