Securities and Advisory Services offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC.
Financial Advisors, Inc. and Mutual Service Corp./:PL Financial are not affiliated.
About Us
Irene’s expertise falls under Small Business Retirement Plans, Tax Planning for Businesses, and Retirement Planning and Rollovers.
Irene received a Bachelor of Science degree from the University of Wisconsin in 1983. She became a Certified Financial Planner in 1986, and a Registered Investment Advisor for the State of Wisconsin in 1988. She got three-quarters of the way through her Master in Financial Planning and quit. She is considering the CIMC or CFA designation.
Irene has a full service, all year, tax and accounting practice. Her write-up clients are small businesses from sole proprietors to full corporations that range in sales from $100,000 to $6,000,000. Her tax prep clients hit over 500 last year.
Irene has lived in Fontana on Geneva Lake for 35 years.
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