Apella Wealth
Tessa Rose is a skilled accounting professional currently serving as a Staff Accountant at Apella Wealth since January 2023. Prior to this role, Tessa gained valuable experience as a Staff Accountant at ITS Integrated Tax Services from December 2019 to December 2022. Tessa's diverse background includes positions as a Compliance Officer and Fee Collector at Lane County Parks between July 2016 and September 2019, as well as a Tax Intern and Front Desk Receptionist at Buller, Wuite, Olsson & Rosenburg, P.C. Tessa's career started as a Personal Caregiver for Pam Zapp from June 2015 to September 2017. Tessa holds a Master of Accounting degree from the University of Oregon and a Bachelor of Science in Accounting from the University of Oregon Lundquist College of Business.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.