Edward brings his 15 years of corporate finance, accounting, and financial sales experience to bear for our clients benefit. In addition to being a CPA, Edward holds a Master’s in Business Administration from the University of St....
Nathan brings over 15 years of public accounting experience, which includes both tax and audit to KWG Advisors. Nathan has previously served as Treasurer on different amateur athletic boards, as well as provided bookkeeping services...
Senior Tax Associate
Linda is the heart and soul of Kopisca-Warn. She has an unmistakable ability to put clients at ease moments upon their arrival, tackling their personal tax situation by ascertaining each clients unique circumstances and using this to...
Office Manager/Payroll Specialist
We welcomed our new Office Manager Amy to our work family back in December of 2017. Although she is new to the Industry of Financial Services and Tax Preparation, we are happy to say that she brings over 30 years of customer service to...
Carrie joined our KWG Advisors Team during the summer of 2020. She has over 20 years of bookkeeping experience in a very busy dental office. Her recent Certification in QuickBooks Online will be a tremendous asset not only to our team,...
Assistant Tax Associate