Born in Milwaukee and raised in Menomonee Falls, Paul loved problem solving with numbers at an early age and set his path toward becoming an accountant starting in high school. He went to UW-La Crosse to spread his wings (Go Eagles!) and earned a bachelor’s degree in accounting with a minor in German (which, admittedly, is a bit rusty these days). In 2010, Paul took his first steps in his professional career
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Kyle was born and raised in Madison, WI graduating from Waunakee High School. From there, Kyle went on to the University of Wisconsin-Oshkosh where he played five years of collegiate football and double-majored in Accounting and Supply Chain Management with an emphasis in Information Systems. Kyle began his accounting career at a regional CPA firm in Minneapolis, MN, where he focused on obtaining his CPA certification and quickly rose to the position
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Kara is excited to once again work alongside her friends at Edge Advisors and contribute to the continued success of Edge’s Accounting Division. In her role at Edge, Kara will be working with the team to identify and hire top-tier Certified Public Accountants (CPAs), particularly within the Milwaukee and Minnesota markets. Kara is a seasoned professional with a 20+ year journey in the realm of Talent Acquisition, working for both small companies
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Justin came to Edge after spending over 15 years as a Healthcare Consultant/CPA with a large regional firm where his focus was on the medical and dental industries. The team at Edge had known Justin for years and always held him in the absolute highest regards. With Edges merger and acquisition of Professional Management of Milwaukee and their continuous desire to grow, bringing Justin on became the top priority. Justin works with
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Mackenzie ‘Kenzi’ Hughes, CPA grew up in Black River Falls, WI and received her bachelor’s degree in Accounting and Finance from UW-Green Bay. While attending college, Mackenzie acquired a job at a national CPA firm where she began her career providing tax preparation and auditing services for clients in the medical, construction and realestate industries. After a few years in the public accounting sector, Mackenzie transitioned to Werner Electric Supply in the
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Scott Holmquist, CPA, joined Edge like the many accountants before him, with a strong background primarily focused on tax & accounting, helping small businesses, and advisory services. He has worked with a large variety of businesses and individuals with tax preparation. His specialties in the past have included dental, healthcare, farms, small businesses, etc. He enjoys working with each client and building relationships to educate his clients on potential tax savings and
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Jack grew up in Scandinavia, WI and attended nearby University of Wisconsin Stevens Point where he majored in Business and Economics as well as lettering in football all four years he was there. Soon after graduating, Jack was hired on at Wells Fargo Financial where he specialized in consumer loans and credit. A random call from an old friend changed Jack’s career path and also gave him the ultimate ice breaker, as
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Andrew ‘Drew’ Lockie (pronounced ‘lowkey’), was born and raised on a family farm in NE Iowa with the values of hard work and loyalty imprinted on him at a young age. While attending undergrad at Wartburg College, Drew earned his way on to the football team, and was fortunate enough to play throughout college. A love for competing coupled with his desire to continue in college football brought Drew to Eau Claire,
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One could say that Jake Schnese, CPA, was destined to become a part of Edge Advisors. His wife, Whitney, is a Registered Dental Hygienist and had heard many great things about Edge. Pair this connection with a good friend/former CPA colleague and current Edge partner, Adam Hughes, quietly whispering in Jake’s ear about the freedom and flexibility that Edge provides and a destiny was fulfilled. Jake was born and raised in Appleton,
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Marshall grew up in Rhinelander, WI attended college at the University of Wisconsin Eau Claire and after graduation accepted his first job in Madison, WI. It was at this mid sized accounting firm where he was placed into the ‘healthcare group’ and started specializing in work for dentists, veterinarians and medical professionals. He eventually transferred to the Fox Valley area and it was a chance encounter with Andy Lehmkuhl at Edge Advisors
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