As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. From tax season preparations to professional development and a few well-deserved breaks, here’s a look at what we’ve been up to.
Navigating Tax Season
The Carson Wealth team has been busy assisting clients through tax season, helping coordinate with CPAs, providing 1099s, and making sure everything is in place for a smooth filing process. We know tax season can be overwhelming, and we take pride in helping to ensure our clients are well-prepared and stress-free when it comes to their financial documentation.
Advocating for Financial Professionals in Iowa
Zach Vande Weerd, Associate Wealth Advisor, represented our firm at the Iowa CPA Day at the Iowa State Capitol. While there, he had the opportunity to sit down with State Representative Carter Nordman—a familiar face from his time at the University of Northern Iowa. Zach enjoyed reconnecting with Carter and discussing the importance of financial literacy and the pathway for more Iowan’s to obtain their CPA License.
Professional Development & Networking
Zach has been actively expanding his network by attending Waukee Young Professional & The Des Moines Estate Planners events, connecting with like-minded professionals in the Des Moines area. Additionally, he participated in a Team Development Academy at our home office in Omaha. The sessions covered key performance indicators (KPIs), strategies for delivering constructive feedback, and methods for fostering stronger, more effective teams. Investing in professional growth remains a priority for our team as we continually strive to enhance the service we provide to our clients.
Adventures & Well-Deserved Breaks
Sam took some well-earned time off to enjoy a few weeks in Marco Island, soaking up the Florida sunshine, visiting his grandkids, and even setting sail through the British Virgin Islands. Meanwhile, Zach and his wife, Hannah, escaped the Midwest winter for a five-day getaway in Cabo, enjoying the warmth and relaxation before diving back into work.
Looking Ahead
With tax season wrapping up, we’re shifting our focus to strategic financial planning, investment management, and helping our clients make informed decisions for the rest of 2025. Whether you’re looking to fine-tune your investment strategy, plan for retirement, or discuss financial goals, our team is here to help.
Here’s to hoping for a strong second quarter! If you have any financial questions or need assistance, don’t hesitate to reach out.
Carson Wealth Pella
Helping You Find Your Freedom
