Compardo, Wienstroer, Conrad & Janes is excited to introduce our newest team member, Senior Tax Strategist Abby Donnellan, CPA. Abby brings almost a decade of experience in public accounting, specializing in a wide array of complex individual, business, and trust tax matters. Before joining CWCJ, Abby served as a Tax Manager at a large St. Louis based accounting firm. In conjunction with tax return preparation, she worked heavily in income tax and estate tax planning for high-net worth clients. Along with her detailed knowledge of the complexities of high-net-worth tax issues, Abby’s client-focused approach and outgoing personality are a perfect fit for our team and a big win for our current and future clients!
“I am excited to join a team with diverse expertise that I can collaborate with to deliver a comprehensive approach that provides the best possible outcomes for our clients.”
© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.