In this episode of ‘Inside the Chamber’, our panel of experts will help us better understand the world of finance as it pertains to the health of a strong business. If you own a business, work for a business or are growing your business, you won’t want to miss this program.
Our panel of experts includes:
John Miller, Partner of Klein Hall CPAs
Ron Davidson, Vice President, Senior Relationship Manager of BMO Harris Bank
Erin Doepel Wikstrom, Financial Planner of Raymond James & Associates
Klein Hall CPAs
With over 25 years of experience, a policy of professionalism, quality and responsiveness, our firm specializes in providing businesses and individuals with: Audits, Reviews & Compilations, Tax Planning & Preparation, Outsourced Accounting & Financial Management (CFO/Controller & Bookkeeping), QuickBooks Training & Support services. (Member AICPA, ICPAS, & IASBO).
BMO Harris Bank
BMO Harris Bank provides a wide array of personal banking, business banking, investment, trust and financial planning services to help you manage your money and build your wealth. Learn how BMO Harris Bank will work with you to achieve your financial goals.
Raymond James & Associates
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.