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Avantax Names Firm of Year

Avantax Planning Partners has named its Erpelding, Voigt & Co as Firm of the Year. The honor was one of many presented at the financial planning company’s 27th annual APP Elevate Conference.

Avantax said the award is for demonstrating exemplary productivity, client service, communication, planning guidance, and true advocacy of Avantax. In addition, Jeff Knapp and Brian Sohn of Erpelding, Voigt were named to the company’s President’s Club, which is for Avantax’s. highest-performing partner, while Sohn was named Top Planning Partner.

Other firm awards went to Honkamp, the Consistency Award; Blue & Co., Best Practices Firm; Yeo & Yeo, Growth Award and also the Risk Management Partner Award; Harding, Shymanski & Co., Retirement Plan Excellence; Baden Gage & Schroeder, New Firm of the Year. Evans, Harville, Atwell & Co. and Christopher, Smith, Leonard & Stanell shared the Rising Firm Award.

Two individuals received the Client Advocate Award, Tara Strensrud of Yeo & Yeo and Stephanie Imhoff of Honkamp.

Other members of the President’s Club are Tom Harper, Blue & Co.; Mike Ziembo, Baden Gage & Schroeder; Wendy Sims, Welgaard CPAs and Advisors; Kathy Ettensohn, Harding, Shymanski & Co.; Matt Folz, Harding, Shymanski & Co.; Kevin Eggebraaten, Casey Peterson;  Jon Harville, Evans, Harville, Atwell & Co.; Pete Bender, Yeo & Yeo; and Perry Mattson, Brady Martz & Associates.

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