SERVICES
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Wealth Management
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Business Advising
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Quickbooks Consulting
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Trust & Estate Planning & Reporting
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Business & Individual Taxation Planning & Reporting
INDUSTRIES
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Agribusiness
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Professional Services
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Retail
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Construction
ABOUT PAM
As a Partner and leader of our Wealth Management practice, Pam Olinger can provide the unique perspective of a tax accountant and a wealth management adviser. She can help you grow your nest egg while helping you keep as much as possible when it come to tax time. Pam has experience in all areas of taxation like business/entity, individual, trusts/estates and agribusiness. She is also Quickbooks certified and help advise you on the best pathways for managing the day-to-day parts of our business.
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Education
B.S., Accounting – Dakota State University, Madison, SD
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Certifications and Licensures
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Certified ProAdvisor for Quickbooks and QBO
Series 7 & 66
Insurance license for accidental & health or sickness, life & variable products
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"We learn from each other."
My two greatest passions on this earth, outside of being a great CPA and financial advisor, are travel and family. I enjoy traveling the world. The experiences stay with me forever, but the true joy is meeting people and learning from them. It is the similar working with clients. We learn from each other and whenever I can help a client succeed by helping them through tough tax situations or making that right investment, it is pure enjoyment.
When I travel, I am not one to be on the bus, I like walking through the neighborhoods, eating where the locals eat and experiencing life as a local would. I take the same approach with working with clients. Seeing and walking through the business with the client is where we learn the most, and it helps me understand their world so much better.
ASSOCIATIONS & COMMUNITY INVOLVEMENT
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South Dakota Certified Public Accountants (SDCPA)
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American Institute of Certified Public Accountants (AICPA)
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Mitchell United Way Board of Directors
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Intuit Trainer & Writer Network
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Sioux Falls Estate Planning Council
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Sioux Falls Chamber of Commerce
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Intuit Account & Advisor Council (2006-2008)