Amy Libertoski, CPA, PFS

Manager

Amy Libertoski is a certified public accountant with 14 years of experience specializing in individual tax and personal financial services. Amy’s experience helping her individual clients clarify their objectives and identify their short- and long-term goals ensures that the resulting financial plan is a strategic vehicle to help them get where they want to go. She examines some or all of the following areas, depending on the clients needs: budgeting/ cash flow, retirement planning, taxes, investments, insurance, education funding, and estate planning. By working closely and on a personal level with her clients and their other financial advisors, Amy helps simplify her clients’ financial life, preserve and grow their accumulated wealth, and give them confidence in their financial future.

With her specialized tax knowledge, including tax planning and compliance, Amy’s tax advice leverages the latest tax changes to ensure her clients are not paying unnecessary tax dollars.

Professional Organizations and Activities
Amy is a member of the American and Wisconsin Institutes of Certified Public Accountants (AICPA and WICPA) and is currently studying for her Certified Financial Planner designation. Amy serves the community as the treasurer for Kids Voting USA of Wisconsin Inc.