62 10th Ave S Waite Park, MN 56387 Call 320.203.0429

About Us

Using a holistic approach focused on integrity, accountability, communication and connection, we help our clients organize their finances by:

  • learning about their goals, dreams and values;
  • providing proactive, expert advice;
  • teaching effective skills and strategies for gaining control over money; and
  • offering integrated support across personal and business areas.

WHAT MAKES US DIFFERENT

  • For more than 8 years, we have served as Dave Ramsey’s Endorsed Local Provider for Tax Services in Central Minnesota.
  • We teach Financial Peace University classes.
  • Cherie is a Certified Public Accountant and Certified Financial Planner.
  • We’ve completed Traction/Entrepreneurial Operating System training.
  • We are QuickBooks Pro advisors.
  • We effectively combine intellect and people skills to serve our clients.

MEET OUR TEAM

Cherie Landwehr, Owner

Ashley Kerzman, Business Manager
Dedicated, passionate, friendly and focused—these are just a few of the ways we would describe Ashley. She began her role as business manager in September 2016. Her responsibilities include managing project workflow, communicating with vendors, completing software updates, fostering team growth and much more. Meet Ashley.

Katie Koester, Staff Accountant
Some things are just meant to be. That’s how we feel about the day Katie Koester walked into our office, searching for an accountant to prepare her tax return because she thought “an extra set of eyes would be helpful.” We hired her as a temporary employee during the 2016 tax season. Then, in October of the same year, “temporary” turned into full-time when we asked her to be our staff accountant with a focus on bookkeeping. Meet Katie.

Shawn Landwehr, Payroll Coordinator