Wendy Albers, CPA/PFS


Call 641.628.4521 to speak with a team member Message for more information
Wendy is a senior account manager and stockholder who focuses on individual, business, non-profit tax, accounting services, along with business consulting and tax planning.  Since joining the firm in 2008, Wendy has been building strong, lasting relationships with clients that go beyond the numbers.  She is solution focused and keeps a positive attitude. The most rewarding thing about her career is helping clients develop a deeper and better understanding of their finances and making complex and overwhelming tax laws easier for them to comprehend.  "It is very satisfying" to help a client reach that light bulb moment when they truly understand something that they didn’t think they could. She feels privileged to work with a great team that takes sincere pride in serving our clients and surrounding communities.

Education

MBA graduate course work from Bellevue University
Bachelor’s Degree in Accounting and Business Administration, Northwestern College

Licenses & Memberships

Certified Public Accountant (CPA)
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants

Personal Financial Specialist (PFS)

Community Involvement

Past Treasurer of Pella Dollars for Scholars
Member of Trinity Reformed Church

Current treasurer of Teens Encounter Christ

Interests & Hobbies

Gardening
Reading
Puzzles
Spending time with family and friends

Describe yourself with one word

Straight-forward