Accounting Firm | Bumgardner Morrison & Co LLP

Empowering Peace of Mind

Experience expert financial guidance with the Bumgardner Morrison team. For over seven decades, we’ve helped clients have financial security through comprehensive services and strong client relationships. Partner with us today!

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Empowering Peace of Mind

Get in Touch

Empowering Peace of Mind

Get in Touch

Comprehensive Financial Services

We offer wealth management, tax planning, and accounting solutions tailored to meet your unique needs.

Experienced Professionals

Benefit from our team of dedicated CPAs with over 70 years of expertise.

Client-Centered Approach

We prioritize strong relationships and personalized service to help you achieve financial peace of mind.

Our Services

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Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

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Estate Planning

Having an estate plan is paramount in verifying your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

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Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.

Our Team

Michael Wenske

CPA, Managing Partner, Financial Advisor

Christopher Krejci

CPA, Consultant

G. Dennis Shay

CPA, Consultant

Jennifer Farris

Professional Staff Supervisor

Danielle Penn Innocenti

CPA, Senior Accountant

Rebecca McQuillen

CPA

D’an Kocian

Professional Staff

Kelley Sexton

Professional Staff

Michael Sierra-Hoffman

CPA, Professional Staff

Michelle Thompson

Professional Staff

Julie Williams

Professional Staff

James (Ike) Meitzen

Client Services Manager

Leah Bast

Certified Bookkeeper

Sheri Walls

Bookkeeper

Renae Green

Administration

What we Do

Wealth Management

Plan your financial future with tailored investment, retirement, and estate planning services. Achieve peace of mind with expert guidance.

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Accounting Services

Streamline your finances with our comprehensive bookkeeping, payroll, and consulting services. Experience accurate and timely financial management.

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Taxes

Navigate tax complexities with our expert individual and business tax strategies. Optimize your tax position and ensure compliance effortlessly.

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Our Values

Our Brand Values and Beliefs

Integrity

We uphold the highest standards of honesty and ethical behavior in all our interactions and services.

Customer-Oriented Service

Our clients’ needs and goals are at the forefront of everything we do, ensuring personalized and effective solutions.

Excellence

Our team is committed to delivering accurate, timely, and high-quality work to provide valuable financial guidance.

Continuous Improvement

We strive to grow and enhance our expertise, fostering a team of diverse professionals dedicated to serving our community and clients.

Full-Service Accounting

Tax Planning vs. Tax Preparation: They’re Not the Same Thing

Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap...

How Often Should You Review and Update Your Financial Plan?

A financial plan is not something you create once and forget. Life changes, markets shift, and personal goals grow over time. A plan that worked a few years ago may no longer match your current situation. Here’s how often you should review your financial plan, what...

Common Retirement Regrets—And Proactive Moves to Consider

Many people don’t regret being retired. They regret how they got there.1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim Social Security.” Hindsight hits hard when it’s tied to your potential freedom and...

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital...

Management Advisory Services and Business Growth

Business growth often introduces new layers of complexity. As operations expand, business owners may face increased demands on time, resources, and internal systems. During these periods, decisions are often made quickly, which can limit the opportunity to fully...

Rethinking Retirement: Why True Wealth Is More Than Money

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall...

Advanced Tax Strategies for Investment Portfolios

Smart investing isn’t just about chasing high returns; it’s about making those returns work efficiently for you. One of the most powerful ways to do that is through strategic tax planning. Below, we’ll explore several advanced tax approaches that experienced investors...

Recent Fed Rate Cut

The Federal Reserve just trimmed interest rates for the first time this year. It’s only a quarter-point cut, but even a small adjustment hints that the Fed is taking a more cautious view of where the economy is heading. Hiring has cooled. Growth is losing steam....

Effective Cash Flow Management Strategies for Growing Businesses

For a growing business, revenue is a sign of health, but cash flow is the lifeblood. Positive cash flow ensures you can pay suppliers, meet payroll, invest in new opportunities, and maintain daily operations without interruption. Managing the funds moving in and out...

Why Do I Need a Wealth Manager?

Managing money may seem simple when it’s just about saving or budgeting. But as your income grows, your financial life becomes more complex. From planning for retirement to managing investments, there are many decisions that require time, knowledge, and strategy. This...