A full-service, Independent, and trusted Consulting Firm. We offer practice sales, recruiting, accounting & tax, branding & marketing, insurance, and financial planning. We are young and innovative decision makers who work along-side our clients. As a recipient of the prestigious MMAC Future 50 award, our fresh approach in offering holistic advice and creating authentic relationships is fast becoming known in the Midwest.

Accounting

Business Development

Consulting

Insurance

Edge Advisors

Tom Boczar

Marshall Watry

Andy Lehmkuhl

Andrew Lockie

Nikki Paffenroth

Timothy Monter

The Accounting and Financial Services team at Edge Advisors provides comprehensive financial management services, including bookkeeping, tax preparation, and strategic financial planning. This team of Certified Public Accountants (CPAs) and accountants ensures accurate financial reporting and offers tailored advice to help clients optimize their financial health and achieve their business goals.

Accounting and Financial Services

Leadership Team

Accounting and Financial Services

About

Team members

Other teams at Edge Advisors

Leadership Team