APP Employees
This APP employee jumps higher than any other
Matt Bandy
This Welgaard CPA accounts for over 30% of Monster Energy's worldwide sales
Leah Van Maanen
This is the year that APP formerly HKFS was founded
1995
This is what GPS stands for
Guidance Planning Strategies
If one of your business owner clients is looking to start the discussion on selling their business, this is the name of the firm APP partners with
Cornerstone
This APP employee tells the best jokes on the Welgaard monthly meeting and is definitely not Jake Rosalez or Matt Bandy
Mike Barratt
This Welgaard CPA WILL work for bourbon
Mike Ver Meer
This is the year that Welgaard/Schuring Uitermarkt affiliated with APP
1998
This is the last name of the financial planner that does "most" of the GPS planning for Welgaard
Kadowaki
Your business owner isn't happy with their current 401k plan, this is the name of the employee who helps with larger plans
Scott Schemmel
This CEO likes the Hawkeyes, Vikings, Guitar and Busch Light
Louie Rosalez
This CPA would quit their job yesterday to be a back up singer for the 80's cover band Hairball
Wendy Sims
This is the headquarters of APP in eastern Iowa, on the river located close to Western Dubuque
Dubuque
In the 3 phases of GPS, this is the 2nd phase after base facts
5 year cash flow report
Your client needs help with a distribution, which FSA that shares the last name with Notre Dame's mascot do you contact
Cindy Irish
This APP employee has adopted the Peanut Pub as a new residence and also likes the Hawkeyes, The Vikings and Busch Light... Don't mess this up
Jake Rosalez
This Welgaard CPA moonlights as an egg farmer
Ben Spadt
How many assets under management does APP have
$11 billion
Who needs a GPS plan
Everyone
You just completed a tax return and noticed a large, unexpected capital gain, what do you do?
Contact APP
This APP employee oversees firm development and likes to run
Kari Lammer
This CPA has a single digit handicap, likes the Hawkeyes and lives in the dale of Urban
Lance Dieleman
What is the parent company of APP
Cetera
This is the part of GPS where clients get to see the results of their plan in an interactive/dynamic graph
Decision Center
This is the monthly call that helps you identify opportunities and follows up on exisitng ones
Client Development