Dear Valued Clients,
As we welcome 2025, we at Spectrum Wealth, Tax and Accounting want to express our sincere gratitude for your continued trust and partnership. We're thrilled to share some exciting developments that will enhance our ability to serve you even better in the years to come.
Expanding Our Team and Expertise
Over the past 24 months, we've focused on expanding our team and deepening our expertise to provide you with an even higher level of service and support.
We're delighted to introduce our three Associate Advisors:
- Steve Levonowich: Steve brings a strong accounting and tax background, having worked with both individuals and businesses in this field for over 10 years. This experience, along with his knowledge of the investment industry, adds to his strengths in assisting our clients.
- Sean Welsh: Sean has been an invaluable member of our team for 15 years as an office administrator. His deep understanding of our business and commitment to client service, combined with his newly obtained licenses, allows him to expand his role and provide even greater assistance to our clients.
- Gavin Carlson: Gavin, a recent graduate of the University of Madison with a major in economics and data science, is in the final stages of becoming fully licensed. He brings a fresh perspective and understanding of technology to our practice, with a focus on increasing efficiency while leveraging his skill set to enhance your client experience.
To better serve your needs, these talented individuals will be taking on expanded roles within our firm. You can expect to see them more involved and client-facing in their support of Aaron Young, Jamie Young, and John Busey, assisting with day-to-day service needs. At the same time, they will be developing their own client base and playing a key role in delivering the exceptional service we are committed to providing all our clients.
Tax Services
While we value the importance of tax services and remain committed to providing them, we are sharpening our focus on wealth management as a core priority. Over the next couple of years, Aaron Young and Steve Levonowich will be dedicating their tax expertise to exclusively serve the needs of our wealth management clients. This strategic shift allows us to provide even more specialized and comprehensive wealth management guidance. We are currently exploring options to ensure continued tax services for clients who do not require wealth management. If you are a current wealth management client interested in adding tax services, please contact Hannah to begin the process.
Research Partnership
We're proud to have partnered with Keith Fitz-Gerald and Fitz-Gerald Research Analytics forthe past three years. This exclusive relationship gives us access to world-class, in-depth market analysis and research, strengthening our ability to deliver exceptional value to our clients. We're thrilled to be planning client events with Keith in the coming months, offering you a unique opportunity to gain insights from a leading industry expert. We're also working on some exciting initiatives with Keith and his companies that we'll be announcing later this year. In the meantime,we encourage you to read Keith's daily market notes, insight and perspective, the 5 with Fitz.
Sign-up here: https://www.keithfitz-