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Our Team

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Deborah Frech
Partner
James Urich
Partner
Joseph L. Bell
Partner
Henry Sieradzki , Jr.
Principal
Alice Allen
Certified Public Accountant
Janet Baier
Administrative Assistant
Ziyun Demi Chen
Staff Accountant
Connor Delaney
Wealth Management Specialist
Carol Dellapenna
Certified Public Accountant
Nicole Hroblak
Certified Public Accountant
Susan Johnson
Marketing
Kenny Müller
Staff Accountant
Patricia Rusk
Bookkeeper
Chris Shepherd
Certified Public Accountant
Lee Ann Wahler
Adminstrative Assistant
Lindsey Wenthen
Wealth Management Assistant
Deborah Frech
Partner
James Urich
Partner
Joseph L. Bell
Partner
Henry Sieradzki , Jr.
Principal
James Urich
Partner
Alice Allen
Certified Public Accountant
Ziyun Demi Chen
Staff Accountant
Carol Dellapenna
Certified Public Accountant
Nicole Hroblak
Certified Public Accountant
Kenny Müller
Staff Accountant
Patricia Rusk
Bookkeeper
Chris Shepherd
Certified Public Accountant
Deborah Frech
Partner
Joseph L. Bell
Partner
Connor Delaney
Wealth Management Specialist
Lindsey Wenthen
Wealth Management Assistant
Susan Johnson
Marketing
Janet Baier
Administrative Assistant
Lee Ann Wahler
Adminstrative Assistant
Lindsey Wenthen
Wealth Management Assistant
Click Here To Meet Our Wealth Management Team

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Management Solutions(IMS) Platform programs and services offered through Avantax Advisory ServicesSM. All other investment management and financial planning services are offered through BFJ Wealth Management, LLC. BFJ Wealth Management, LLC is not affiliated with Avantax Investment ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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