Director
Joanne Humphrey, CPA, PFS
Aldrich Wealth
Joanne's EXPERTISE
- Dental
- Wealth management
- Personal Financial Specialist
- Certified Public Accountant
- Tax compliance and strategic tax planning
- Preparation, analysis, and review retirement plan returns and investment reports
Joanne has over 30 years of experience providing business advisory and tax services for business owners with special expertise in dental and medical practices. This includes complex tax preparation and planning, trust and estate planning, retirement planning and financial planning for small and large practices.
Joanne specializes in analysis of retirement plan design, ensuring maximum retirement contributions and benefits. She has conducted many staff retirement participant meetings and assisted with the analysis and review of annual reports, and administration of client retirement plans. Providing strategic investment portfolio management in coordination with developing a long-term financial plan based on client goals is a key focus of her work.
Joanne prepares and presents financial planning presentations to help business owners determine their optimal retirement funding, retirement dates, retirement distribution amounts and Social Security strategies. She also regularly speaks on issues related to the dental industry.
- American Institute of Certified Public Accountants member
- Oregon Society of Certified Public Accountants member
Joanne graduated magna cum laude from Northwest Nazarene University in Nampa, Idaho with a Bachelor of Science in accounting and business.
