Meet Loeffler Financial Group Team

Craig Loeffler
Founder
Douglas Loeffler
Vice President
Teddy Bear Loeffler
CHIEF HAPPINESS OFFICER
Brittany Loeffler
Director of Marketing
Shirl Loeffler
PROJECT Manager
Jason Nielsen
Senior CPA
Stephanie Rampaul
Senior Staff Accountant – QuickBook ProAdvisor, Tax Advisor – AFSP
Tracy Loose
Staff Accountant – QuickBook ProAdvisor, Tax Advisor – AFSP
Crosby Kendig
Staff Accountant – Notary Public, Tax Advisor – AFSP
James Dunn
Senior Tax Advisor – AFSP
Carole Miller
Tax Advisor – AFSP
John Wennerholt Jr.
Tax Advisor – AFSP
Lauren Wert
Staff Accountant, Tax Advisor – AFSP
Natasha Garcia
Tax Advisor – AFSP
Caitlyn Edwards
Junior Associate
Chris Magwood
Enrolled Agent
Ashley Edell
Tax Associate – AFSP
Izzy Karmilowicz
ADMINISTRATIVE ASSISTANT
Colleen Williams
CLIENT LIASON, TAX ADVISOR – AFSP
Tristyn Lane
ADMINISTRATIVE ASSISTANT
Syndey Landis
Administrative Assistant
Angie Rucci
Project Manager, Administrative Assistant
Nguyen Trinh
Intern Tax Associate – AFSP
Bill Wang
Intern – Support Staff
Your trusted tax professionals.

Contact us today to learn how we can help you!

Contact us today!