LWBJ Financial
Industry: Company
DescriptionFounded: 1992 Subsidiaries: LWBJ, LLP, LWBJ Capital Advisors, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos Moved, closed, or was never hereReportLWBJWebsiteDirections Saved (0) Saved Save Accounting firm in West Des Moines, Iowa Address: 4200 University Ave # 410, West Des Moines, IA 50266 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (515) 222-5680Place name: : Category: : : : Website: : : Website: http://lwbj.com/ Category: Accounting firm Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of LWBJ Posting publicly on the Web Write a review Reviews Be the first to review
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LWBJ Financial Employees
Employee
Years
Job
Industry
Julie Fuller Julie Fuller's LWBJ Financial Experience January 2009 - November 2009
Job Owner of Generations Wealth Management
Industry Financial Services
Experience
Generations Wealth Management October 2009 - Present
West Des Moines Girls Softball 2003 - 2010
LWBJ Financial January 2009 - November 2009
Deloitte Tax LLP August 1992 - January 2009
Skills
Asset Management, Estate Tax Planning, Financial Planning, Tax
Education
Iowa State University - College of Business 1988 — 1992
Generations Wealth Management October 2009 - Present
West Des Moines Girls Softball 2003 - 2010
LWBJ Financial January 2009 - November 2009
Deloitte Tax LLP August 1992 - January 2009
Skills
Asset Management, Estate Tax Planning, Financial Planning, Tax
Education
Iowa State University - College of Business 1988 — 1992
James H. Rumph, CPA, CFE, CVA, MAFF, CIA, CAMS James H. Rumph, CPA, CFE, CVA, MAFF, CIA, CAMS's LWBJ Financial Experience September 2005 - July 2006
Job Forensic Accounting | Fraud Investigator | Financial Forensics | Internal Investigations | Litigation Support | Damages
Industry Accounting
Experience
Aletheia Financial Forensics, P.L.L.C. January 2015 - Present
Drake University August 2014 - Present
AIB College of Business December 2013 - Present
Midland National Life Insurance Company, member of Sammons Financial Group November 2011 - December 2014
North American Company for Life and Health, member of Sammons Financial Group November 2011 - December 2014
Federal Bureau of Investigation (FBI) July 2008 - November 2011
Habif, Arogeti & Wynne,LLP August 2006 - June 2008
LWBJ Financial September 2005 - July 2006
Schnoes & Dahm, PC February 2004 - September 2005
Jackson Hewitt Tax Service January 2004 - April 2004
Skills
Fraud, Certified Fraud Examiner, Forensic Analysis, Insurance, Forensic Accounting, Risk Management, Auditing, Accounting, Risk Assessment, Litigation Support, Internal Investigations, Fraud Investigations, Financial Analysis, Investigation, Compliance, Expert Witness, Internal Controls, Forensic Investigations, AML, Fraud Prevention, Insurance Fraud, Corporate Fraud..., Interviews, Regulatory Compliance, Data Analysis, Interrogation, Interrogation Techniques, Sarbanes-Oxley Act, Anti Money Laundering, Private Investigations
Education
Florida Atlantic University 2007 — 2009
Executive Masters, Accounting – Concentration in Forensic, 4.00 GPA
Graceland University 2004 — 2006
Bachelor of Arts, Accounting and Business Administration, 4.00 GPA
AIB College of Business 2002 — 2004
Associate of Business, Accounting
Aletheia Financial Forensics, P.L.L.C. January 2015 - Present
Drake University August 2014 - Present
AIB College of Business December 2013 - Present
Midland National Life Insurance Company, member of Sammons Financial Group November 2011 - December 2014
North American Company for Life and Health, member of Sammons Financial Group November 2011 - December 2014
Federal Bureau of Investigation (FBI) July 2008 - November 2011
Habif, Arogeti & Wynne,LLP August 2006 - June 2008
LWBJ Financial September 2005 - July 2006
Schnoes & Dahm, PC February 2004 - September 2005
Jackson Hewitt Tax Service January 2004 - April 2004
Skills
Fraud, Certified Fraud Examiner, Forensic Analysis, Insurance, Forensic Accounting, Risk Management, Auditing, Accounting, Risk Assessment, Litigation Support, Internal Investigations, Fraud Investigations, Financial Analysis, Investigation, Compliance, Expert Witness, Internal Controls, Forensic Investigations, AML, Fraud Prevention, Insurance Fraud, Corporate Fraud..., Interviews, Regulatory Compliance, Data Analysis, Interrogation, Interrogation Techniques, Sarbanes-Oxley Act, Anti Money Laundering, Private Investigations
Education
Florida Atlantic University 2007 — 2009
Executive Masters, Accounting – Concentration in Forensic, 4.00 GPA
Graceland University 2004 — 2006
Bachelor of Arts, Accounting and Business Administration, 4.00 GPA
AIB College of Business 2002 — 2004
Associate of Business, Accounting
Nick Dodd Nick Dodd's LWBJ Financial Experience January 2013 - April 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
LWBJ Financial January 2013 - April 2013
Federal Deposit Insurance Corporation May 2012 - August 2012
Pioneer Hi-Bred International Inc May 2011 - May 2012
Skills
Accounting, Time Management, Teamwork, Data Analysis, Finance
Education
Drake University 2010 — 2014
Master of Accountancy, 4.0
Drake University 2010 — 2014
Bachelor of Science in Business Administration, Accounting, 3.77
Eastview 2006 — 2010
PwC September 2014 - Present
PwC June 2013 - August 2013
LWBJ Financial January 2013 - April 2013
Federal Deposit Insurance Corporation May 2012 - August 2012
Pioneer Hi-Bred International Inc May 2011 - May 2012
Skills
Accounting, Time Management, Teamwork, Data Analysis, Finance
Education
Drake University 2010 — 2014
Master of Accountancy, 4.0
Drake University 2010 — 2014
Bachelor of Science in Business Administration, Accounting, 3.77
Eastview 2006 — 2010
Steve Finnegan Steve Finnegan's LWBJ Financial Experience January 2002 - June 2008
Job Managing Partner at The Finway Group, LLC
Industry Financial Services
Experience
The Finway Group, LLC June 2008 - Present
LWBJ Financial January 2002 - June 2008
Skills
Employee Benefits, Retirement, Retirement Planning, 401k, Pensions, Defined Benefit
Education
Iowa State University 1976 — 1979
Ag Business
The Finway Group, LLC June 2008 - Present
LWBJ Financial January 2002 - June 2008
Skills
Employee Benefits, Retirement, Retirement Planning, 401k, Pensions, Defined Benefit
Education
Iowa State University 1976 — 1979
Ag Business
Teri Ostendorf Teri Ostendorf's LWBJ Financial Experience October 2003 - October 2014
Job Accounting Manager at LWBJ
Industry Financial Services
Experience
LWBJ October 2014 - Present
LWBJ Financial October 2003 - October 2014
Des Moines University 1994 - 2003
Education
Des Moines University 1997 — 2001
Master’s Degree, Health/Health Care Administration/Management
Buena Vista University 1991 — 1993
Bachelor’s Degree, Business & Finance Management
North Iowa Area Community College 1989 — 1991
Associate’s Degree
Clear Lake Community High School 1986 — 1989
High School
LWBJ October 2014 - Present
LWBJ Financial October 2003 - October 2014
Des Moines University 1994 - 2003
Education
Des Moines University 1997 — 2001
Master’s Degree, Health/Health Care Administration/Management
Buena Vista University 1991 — 1993
Bachelor’s Degree, Business & Finance Management
North Iowa Area Community College 1989 — 1991
Associate’s Degree
Clear Lake Community High School 1986 — 1989
High School
Andra Reason Andra Reason's LWBJ Financial Experience December 2011 - December 2014
Job at Marrs Wealth Management
Industry Accounting
Experience
Marrs Wealth Management January 2015 - Present
LWBJ Financial December 2011 - December 2014
SF&Company, CPAs & Business Advisors November 2005 - June 2011
Deloitte July 1999 - June 2002
Skills
Tax, Financial Reporting, Income Tax, Financial Analysis, Accounting, CPA, Corporate Tax, Auditing, Tax Preparation
Education
University of Northern Iowa 1995 — 1999
BA, Accounting
Marrs Wealth Management January 2015 - Present
LWBJ Financial December 2011 - December 2014
SF&Company, CPAs & Business Advisors November 2005 - June 2011
Deloitte July 1999 - June 2002
Skills
Tax, Financial Reporting, Income Tax, Financial Analysis, Accounting, CPA, Corporate Tax, Auditing, Tax Preparation
Education
University of Northern Iowa 1995 — 1999
BA, Accounting
Erica Andorf Erica Andorf's LWBJ Financial Experience October 2009 - May 2010
Job Office Manager at Practical Farmers of Iowa
Industry Farming
Experience
Practical Farmers of Iowa June 2013 - Present
CDS Global September 2011 - May 2013
State of Iowa January 2011 - July 2011
LWBJ Financial October 2009 - May 2010
CBE Companies January 2004 - October 2009
Waterloo Community Playhouse April 2002 - January 2004
Labor Finders April 2001 - April 2002
Skills
Customer Service, Team Building, Microsoft Office, Leadership, Microsoft Excel, Call Centers, Access, QuickBooks, Customer Satisfaction, Process Improvement, Employee Relations, Strategic Planning, PowerPoint, Outlook, Management, Microsoft Word, System Administration, Accounts Receivable, Windows 7, Teamwork, Windows, Training, Vendor Management, Team Leadership, Typing 40 WPM, Listserv, Adobe Creative Suite, Website Updating, Constant Contact, DonorPro
Education
Independence High School
High School
Des Moines Area Community College
Business Administration
Practical Farmers of Iowa June 2013 - Present
CDS Global September 2011 - May 2013
State of Iowa January 2011 - July 2011
LWBJ Financial October 2009 - May 2010
CBE Companies January 2004 - October 2009
Waterloo Community Playhouse April 2002 - January 2004
Labor Finders April 2001 - April 2002
Skills
Customer Service, Team Building, Microsoft Office, Leadership, Microsoft Excel, Call Centers, Access, QuickBooks, Customer Satisfaction, Process Improvement, Employee Relations, Strategic Planning, PowerPoint, Outlook, Management, Microsoft Word, System Administration, Accounts Receivable, Windows 7, Teamwork, Windows, Training, Vendor Management, Team Leadership, Typing 40 WPM, Listserv, Adobe Creative Suite, Website Updating, Constant Contact, DonorPro
Education
Independence High School
High School
Des Moines Area Community College
Business Administration
Luann Minish Luann Minish's LWBJ Financial Experience March 2004 - December 2005
Job Payroll Specialist
Industry Accounting
Experience
Ceridian Corporation 2007 - 2011
Prairie Meadows Racetrack and Casino December 2005 - July 2007
LWBJ Financial March 2004 - December 2005
Clifton Gunderson LLP September 2001 - June 2002
Econo Foods February 2000 - September 2001
2001 Video and Rent to Own August 1993 - August 1997
Skills
Ceridian Payroll System, Ceridian, Cybershift, Kronos Timekeeping, E-Time, Siebel, CRM, ADP ReportSmith, Enterprise Software, ProSystem fx Tax, Microsoft Office, Microsoft Excel, Microsoft Word, ADP Payroll, QuickBooks, Spectrum, Payroll Taxes
Education
Hawkeye Community College 1997 — 1999
College Diploma, Accounting, 3.379
Ceridian Corporation 2007 - 2011
Prairie Meadows Racetrack and Casino December 2005 - July 2007
LWBJ Financial March 2004 - December 2005
Clifton Gunderson LLP September 2001 - June 2002
Econo Foods February 2000 - September 2001
2001 Video and Rent to Own August 1993 - August 1997
Skills
Ceridian Payroll System, Ceridian, Cybershift, Kronos Timekeeping, E-Time, Siebel, CRM, ADP ReportSmith, Enterprise Software, ProSystem fx Tax, Microsoft Office, Microsoft Excel, Microsoft Word, ADP Payroll, QuickBooks, Spectrum, Payroll Taxes
Education
Hawkeye Community College 1997 — 1999
College Diploma, Accounting, 3.379
Josh Maurer Josh Maurer's LWBJ Financial Experience November 2012 - June 2013
Job Chief Financial Officer at Cemen Tech
Industry Accounting
Experience
Cemen Tech Inc August 2015 - Present
LBS July 2013 - July 2015
LWBJ Financial November 2012 - June 2013
LWBJ Financial January 2008 - November 2012
Skills
GAAP, ERISA, CPA, Accounting, SEC filings, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Financial Reporting, US GAAP, QuickBooks, Finance, General Ledger
Education
Drake University 2003 — 2008
Masters, Accounting
Cemen Tech Inc August 2015 - Present
LBS July 2013 - July 2015
LWBJ Financial November 2012 - June 2013
LWBJ Financial January 2008 - November 2012
Skills
GAAP, ERISA, CPA, Accounting, SEC filings, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Financial Reporting, US GAAP, QuickBooks, Finance, General Ledger
Education
Drake University 2003 — 2008
Masters, Accounting
Daniel Penaluna, MBA, CPA Daniel Penaluna, MBA, CPA's LWBJ Financial Experience 2007 - 2008
Job Member at DTP PLLC CPA
Industry Accounting
Experience
DTP PLLC CPA December 2008 - Present
LWBJ Financial 2007 - 2008
U.S. DHS/TSA/DSM 2002 - 2007
The University of Iowa 1998 - 2002
Amana Refrigeration 1994 - 1998
Skills
General Ledger, CPA, Accounting
Education
Certified Public Accountant 1990 — 2011
CPA
University of Iowa 1986 — 1988
MBA, Financial Management
Iowa State University 1981 — 1985
BBA, Finance/Accounting
DTP PLLC CPA December 2008 - Present
LWBJ Financial 2007 - 2008
U.S. DHS/TSA/DSM 2002 - 2007
The University of Iowa 1998 - 2002
Amana Refrigeration 1994 - 1998
Skills
General Ledger, CPA, Accounting
Education
Certified Public Accountant 1990 — 2011
CPA
University of Iowa 1986 — 1988
MBA, Financial Management
Iowa State University 1981 — 1985
BBA, Finance/Accounting
Ryan Woerdehoff's LWBJ Financial Experience September 2007 - October 2010
Job none
Industry Accounting
Experience
McGladrey & Pullen November 2010 - April 2012
LWBJ Financial September 2007 - October 2010
HLB Tautges Redpath, Ltd. November 2004 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2004
Masters of Accountancy, Accounting and Finance
McGladrey & Pullen November 2010 - April 2012
LWBJ Financial September 2007 - October 2010
HLB Tautges Redpath, Ltd. November 2004 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2004
Masters of Accountancy, Accounting and Finance
Peter Bonstrom's LWBJ Financial Experience January 2010 - July 2014
Job Controller at Intrex Aerospace
Industry Accounting
Experience
Intrex Aerospace July 2014 - Present
LWBJ Financial January 2010 - July 2014
LWBJ, LLP June 2005 - December 2009
Institute in Basic Life Principles 2003 - 2005
Skills
Internal Controls, Financial Reporting, Accounting, Mergers & Acquisitions, Auditing, CPA, Accounting Research, Finance, Due Diligence, Business Valuation
Education
Thomas Edison State College 2002 — 2003
BSBA, Accounting, General Management
Intrex Aerospace July 2014 - Present
LWBJ Financial January 2010 - July 2014
LWBJ, LLP June 2005 - December 2009
Institute in Basic Life Principles 2003 - 2005
Skills
Internal Controls, Financial Reporting, Accounting, Mergers & Acquisitions, Auditing, CPA, Accounting Research, Finance, Due Diligence, Business Valuation
Education
Thomas Edison State College 2002 — 2003
BSBA, Accounting, General Management
Nicole Tallerico's LWBJ Financial Experience August 2011 - October 2013
Job Senior Tax Analyst at Dice
Industry Accounting
Experience
Dice June 2014 - Present
LWBJ Financial, LLC November 2013 - June 2014
LWBJ Financial August 2011 - October 2013
LWBJ Financial January 2011 - April 2011
University of Iowa August 2008 - December 2010
UnitedHealth Group June 2010 - July 2010
AEGON May 2009 - July 2009
RSM McGladrey, Inc January 2009 - April 2009
Skills
QuickBooks, ProSystem fx Tax, Tax, CPA, Corporate Tax, Tax Preparation
Education
University of Iowa 2006 — 2011
BBA, Accounting and Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Accounting, Finance
Dice June 2014 - Present
LWBJ Financial, LLC November 2013 - June 2014
LWBJ Financial August 2011 - October 2013
LWBJ Financial January 2011 - April 2011
University of Iowa August 2008 - December 2010
UnitedHealth Group June 2010 - July 2010
AEGON May 2009 - July 2009
RSM McGladrey, Inc January 2009 - April 2009
Skills
QuickBooks, ProSystem fx Tax, Tax, CPA, Corporate Tax, Tax Preparation
Education
University of Iowa 2006 — 2011
BBA, Accounting and Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Accounting, Finance
Brian Opiekun's LWBJ Financial Experience January 2011 - January 2012
Job Internal Auditor at HyVee, Inc.
Industry Financial Services
Johnny Danos's LWBJ Financial Experience July 2010 - Present
Job Director at LWBJ Financial
Industry Financial Services
Experience
LWBJ Financial July 2010 - Present
Community Foundation of Greater Des Moines October 1998 - June 2008
KPMG Audit September 1963 - June 1995
Skills
Mergers, Strategic Financial..., Valuation, Asset Managment, Financial Analysis
Education
Loyola University New Orleans 1957 — 1961
BBA
LWBJ Financial July 2010 - Present
Community Foundation of Greater Des Moines October 1998 - June 2008
KPMG Audit September 1963 - June 1995
Skills
Mergers, Strategic Financial..., Valuation, Asset Managment, Financial Analysis
Education
Loyola University New Orleans 1957 — 1961
BBA
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY