A new member of the Edge team, AJ is a CPA focused on partnering with dental, physician, and other medical practices. AJ’s passion for servicing small businesses aligns perfectly with the core values Edge executes day in and day out. With the internal motto of “Being good is not good enough,” AJ has been a key component for many of his client’s success stories. Like our other CPAs, AJ’s enthusiasm leads him and his clients to grow as he proudly serves them with a smile.
A local native to Mosinee, Wisconsin, AJ obtained his bachelor’s degree in Accounting at UW-Green Bay. While attending college AJ was hired at Baker Tilly, a national CPA firm, where he began his career as a small business tax advisor and advancing through the corporate ranks to Senior Tax Accountant. During his tenure there he formed both a professional relationship and personal friendship with fellow Edge Advisors, Tom Whalen and Adam Hughes.
AJ eventually left Baker Tilly and moved back to the Mosinee and Wausau area where he was recruited to another large national CPA firm, Wipfli. For the past four years, AJ has specifically worked with small business healthcare clients and was promoted to Tax Manager. With an extremely strong and extensive tax foundation, AJ helps businesses implement efficient strategies while providing advice that is easy to understand and execute. AJ always take a wholistic approach in his advisory to develop a well thought plan in order for his clients to meet their financial and personal goals.
AJ lives out in the county with his wife, Chelsea, and two sons, Everett and Leo. While not at work, AJ and his boys are often out on an adventure in the woods, and usually come back with a few bumps and bruises. He and his family also have a love for everything Disney, which could easily be determined by the countless photos, quotes and toys spread throughout their home.