Wealth Management Services

At Harding, Shymanski & Company, we’re passionate about helping our clients meet their financial goals, and we’re committed to investing the time needed to build real relationships that deliver real solutions. That’s why we have partnered with Avantax Planning PartnersSM to provide you with a team-based approach to navigating a successful financial plan. Our team’s primary focus is on your goals and priorities and implementing planning-centric strategies to address your unique wealth management needs.

Who is Avantax?

AvantaxSM is a pioneer in tax-smart investing, financial planning, and wealth management. By partnering with Avantax, we are able to pair tax and financial planning strategies to provide holistic financial services to families, individuals, and small businesses.

To find out more about Avantax, visit their website.

GPS for Your Wealth Management Decisions

Our planning tool, powered by your CPA and financial planning consultant, visually lays out a long-term plan, looking at all the impacts of financial decisions. Known as GPS – which stands for Guidance Planning Strategies – the planning tool demonstrates how decisions like investing in your 401(k), selling a business, donating to charities, or plans for your estate impact your future. We’ll also look at strategies for reducing risk in your long-term plan.

Guidance You Can Trust: Coordinating tax considerations with your Harding Shymanski consultant is an essential element in our holistic approach to financial planning.

Planning You Can Understand: Navigating your destination points and making adjustments as needed provides clarity for your journey.

Strategies that Make a Difference: Comprehensive advice generates financial options unique to your situation.

This on-demand webinar was created in collaboration with HK Financial Services (now Avantax Planning Partners) and does not reflect the services performed by Avantax Planning PartnersSM.

Offering You a Distinct Advantage

  • Collaboration between your wealth management and CPA teams to potentially minimize your tax exposure.
  • An interactive planning program and process called Guidance Planning Strategies (GPS) illustrates your entire financial picture.
  • Salaried financial planning consultants (FPCs) provide unique recommendations tailored to you*.
  • The Avantax Planning Partners Investment Advisory Committee provides oversight of all investment allocations.

Kathy Ettensohn, CPA, MST, CIRM

Kathy is a summa cum laude graduate from the University of Evansville with a Bachelor of Science degree in accounting and has earned a Master of Science in Taxation degree from DePaul University. She is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society, and the Association for Supply Chain Management (ASCM). Kathy has earned her APICS CIRM (Certified in Integrated Resources Management) designation through ASCM.

Kathy is serving or has served on numerous boards including Welborn Baptist Foundation, Greater Evansville Relief Fund, Indiana Senior Housing and Solarbron Pointe, Evansville Estate and Financial Planning Council, Indiana Bureau of Motor Vehicles, the Chamber of Commerce of Southern Indiana, University of Evansville Board of Visitors, Evansville Christian School, PERF (Public Employees Retirement Fund for Indiana), Junior League of Evansville, A Network of Evansville Women, Joshua Academy and various others. Kathy Ettensohn is a Vice President in our Tax Department where she serves as the co-leader of the department. Kathy has 36 years of experience serving clients in the areas of audit, tax and business consulting. Before joining the firm in 1999, Kathy worked for a regional, mid-west firm. Kathy serves on the firm’s HSC STEPS Team (Succession, Transition, and Estate Planning Services Solutions) and in recent years, her practice has focused in the areas of succession planning, estate planning and wealth management. Kathy has received her Series 65 securities license.

 

Matthew Folz, CPA

Matt Folz is a Vice President in our Outsourcing Department. He oversees outsourcing services such as payroll processing, qualified plan administration and employee benefits consulting, and accounting services. He is actively involved with wealth management and planning services and has received his Series 65 securities license. Matt has been with the firm since 1995.

Matt is a graduate of the University of Southern Indiana with a Bachelor of Science degree in accounting. Matt is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society. He currently serves on the Finance Committee of the Sisters of St. Benedict in Ferdinand, IN and the Board of Directors for Granted. Matt previously served as Chair of the Mater Dei High School Board of Trustees, President of the Mater Dei Friends and Alumni Association, Chair of Evansville Catholic High Schools Coordinating Council, Finance Director of the Mater Dei High School Board of Trustees, Treasurer for the Evansville Parks Foundation, the Property Commission for Corpus Christi Parish, and on the Finance Committee of the Evansville Diocese Deposit and Loan Fund.

 

headshot of Kelly Adams

Kelly C. Adams, MBA

Kelly Adams is a financial planning consultant for Avantax. In collaboration with a client’s CPA, Kelly provides integrated planning and investment strategies for growing and protecting clients’ wealth. She designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Kelly is a registered representative with Avantax Investment ServicesSM, She has earned her Kentucky insurance consultant license and is a licensed health, life and variable insurance agent. Kelly is based in our Louisville, Kentucky office.

Credentials: Series 7, 24, 66 and 79 securities licenses.

Check me out on BrokerCheck®.

 

Nicole Ary Boren

Nicole Ary Boren

Nicole Ary Boren is a financial planning consultant for Avantax. In collaboration with a client’s CPA, Nicole provides integrated planning and investment strategies for growing and protecting clients’ wealth. She designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Nicole is a registered representative with Avantax Investment ServicesSM and a licensed health and life insurance agent. Nicole is based our Evansville, Indiana office.

Credentials: FINRA Series 6,7,63 and 66 securities licenses.

Check me out on BrokerCheck®.

*Financial planning consultants (FPCs) do receive commissions on broker/dealer and insurance transactions.

 

Investment advisory services are offered through Avantax Planning PartnersSM . Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Harding, Shymanski & Company, P.S.C. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

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