Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early? *
- Are my investments working hard enough? *
- What’s the best approach for college savings? *
- What are the elements of a sound estate strategy? *
- Do I have enough life insurance for my family? *
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Dennis C. Alt, Carol Alt, Gary Pankonien, and Joseph Valentine through his/her affiliation with Avantax.
Dennis Alt has owned and operated Alt Tax and Financial Services since 1975. He is enrolled to represent taxpayers before the IRS and is a Charter Member of the Wisconsin Society of Enrolled Agents. He served on the Board of Directors...
Barbara Alt has been a Senior Tax Advisor at Alt Tax and Financial Services since 1998, and since 1997 she has also been an Administrative Assistant to Dennis Alt. Barb is in our office on a year-round basis to help...
Gary J. Pankonien has been a Senior Tax Advisor at Alt Tax and Financial Services since 2003 and is in our office on a year-round basis to help assist clients with tax and financial matters. Gary is a graduate of the University of...
Joseph Valentine has been a Senior Tax Advisor at Alt Tax and Financial Services since 2011. He is enrolled to represent taxpayers before the IRS. Joe is in our office on a year-round basis to help assist clients with tax and financial...
Sarah Alt has been a Senior Tax Advisor with Alt Tax and Financial Services since 2010. She has worked her way from the main year-round receptionist since 2002 to an Administrative Assistant to Dennis Alt and a seasonal Senior Tax...