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Local Oskaloosa business expands services

by Dennis Sharkey

A well-known Oskaloosa business is expanding what it has to offer to local clients.

Brad Hammel, CPA, has added a financial adviser to his accounting firm.

Kyle Johnson officially joined Hammel’s staff last month as the full-time financial services adviser.

Johnson lives in Topeka where Hammel has another office and will be in the Oskaloosa office from 8 a.m. to 6 p.m. every Wednesday for clients or by appointment. Johnson said the number of days could expand if business picks up.

Johnson and Hammel have worked together on a part-time basis for the last 18 months. Johnson said the two met at a regular meeting that both attend in Kansas City.

“We just kind of hit it off and realized we made a great partnership and have gone from there,” Johnson said.

Johnson said their partnership is a unique situation for customers.

“Investments affect taxes and taxes are affected by investments,” Johnson said. “We feel like it gives us a comprehensive look at a client’s financial picture.”

Johnson said he can help clients prepare for retirement no matter what the client’s situation is. A client who is fresh out of high school or a person on the verge of retirement and is looking to maximize their holdings they can help.

“We are capable of taking them from square one and helping them walk through steps and plan a path to reach specific goals,” he said. “We work with both of those situations and everything in between.”

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Posted by on Jul 17 2012. Filed under County News. You can follow any responses to this entry through the RSS 2.0. Both comments and pings are currently closed.

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