Aaron graduated from UW-La Crosse with a degree in finance and has been working in the financial services & tax industry ever since. Over the course of his career, has has worked as a trainer for financial representatives, a portfolio manager at a Minneapolis wealth management firm, and a life insurance case specialist at a Fortune Global 500 company.
In 2003, Aaron earned the Certified Financial Planner (CFP) designation and in 2004 he earned the Chartered Life Underwriter (CLU) designation. In addition to keeping up with the continuing education requirements of these designations and changes to the tax code, Aaron is currently working towards the Enrolled Agent (EA) designation.
Aaron's experience lends itself well to helping clients navigate their financial world from start to finish. In addition to owning Cadott Tax & Financial, Aaron also owns Seeman Tax & Financial LLC in Altoona.
Amie started at Seeman Tax & Financial LLC in 2002 as an intern. Upon graduation from UW-Eau Claire in December of 2003 with a Bachelor of Business Administration degree in Accounting and a minor in Management, she was hired full-time. Amie is currently the lead accountant at both Cadott Tax & Financial and Seeman Tax & Financial LLC.
Amie has been a QuickBooks Certified Pro Advisor since 2006. She offers services such as assistance in setting up your QuickBooks, help with troubleshooting and advanced QuickBooks training. Amie is available both at your place of business or ours.