Peggy Richardson Trevino, CPA, PFS, is the owner of Trevino Associates PC CPAs. Peg is a graduate of the University of Iowa, Iowa City, IA and has been a practicing CPA since 1982.
She is a past president of the Iowa Society of Certified Public Accountants (ISCPA). The ISCPA represents more than 4,300 CPAs in the state who work with public accounting, business, industry, government, and not-for-profit organizations, and education.
She currently chairs the ISCPA Legislative Committee and is a board member of the Catherine Vincent Deardorf Charitable Foundation.
Peg is a past president of the Institute of Management Accountants (local chapter), Fort Dodge Country Club, and YWCA of Fort Dodge and was a member of the Iowa Department of Economic Development Small Business Advisory Council.
Current memberships include the ISCPA, the AICPA, and the Greater Fort Dodge Growth Alliance.
Peg is a licensed personal financial specialist.
Securities and investment advisory services are offered through Woodbury Financial Services, Inc.; Member FINRA, SIPC, and Registered Investment Adviser; PO Box 64284, St. Paul, MN 55164; 800-800-2638.
Thomas D. O'Brien, CPA, is a graduate of the University of Northern Iowa, Cedar Falls, IA and has been a practicing CPA since 1996.
Tom's responsibilities include compilations, reviews, business consulting services, and preparation of income tax returns for both individuals and businesses. Tom is a certified QuickBooks ProAdvisor and has supported QuickBooks for over 15 years. Tom is our resident expert on farm accounting and taxation.
Laurie Kersten, CPA, is a graduate of the University of Northern Iowa, Cedar Falls, IA. She has been a public accountant for 27 years and was Peg's first hired CPA.
Her responsibilities include preparation and review of income tax returns for individuals and businesses. She is a member of the Iowa Society of Certified Public Accountants and AICPA.
Anne Manz, CPA, CMA, has an accounting and finance degree from the University of St. Thomas, St. Paul, MN. She has 18 years of accounting experience in various industries, including teaching accounting at Iowa Central Community College.
Her responsibilities include compilations, outsourced accounting services, and preparing tax returns. Her strengths are in the area of accounting software, and she is QuickBooks-certified professional.