Kramer Croisant

Kramer Croisant is a seasoned financial professional with a strong background in accounting and financial planning. Currently serving as a Paraplanner at Apella since 2021, Kramer has a proven track record that includes a role as a Senior Accountant at Neumann Curtis CPAs from 2020 to 2021, where expertise in high-net-worth individual tax returns and M&A analysis was developed. Previous experience includes serving as an Associate at VergePointe (2016-2019), focusing on investment management support, and as a Staff Accountant at Hoffman Stewart & Schmidt P.C. (2013-2016), where responsibilities included tax return preparation and assurance services for non-profits and construction contractors. Kramer holds a Bachelor of Science in Accounting and Business/Management from Western Oregon University, earned between 2009 and 2013.