LattaHarris’ Jeri Schultz promoted to Principal

LattaHarris, LLP a Premier CPA and business consulting firm in the Midwest, is pleased to announce that Jeri Schultz, CPA, CCPS, has been promoted to Principal effective January 1, 2020. She is a graduate of Iowa Wesleyan College with a BA in accounting and business administration and is a member of the Iowa Society of Certified Public Accountants and the National Institute of Certified College Planners. Having worked in public accounting since 2000 and with LattaHarris since 2010, she has diligently built her client base and developed strong areas of expertise.

She specializes in working small business clients, farms and individuals on tax planning, tax preparation, financial and college planning. Jeri earned her Certified College Planning Specialist (CCPS) credentials in 2002 and became an Investment Adviser Representative in 2013. She also maintains a Health & Life Insurance license and is Series 7 and 63 securities licensed. Jeri will continue to work out of our Washington and Richland offices.

Jeri currently resides on a family farm near Ollie with her husband Jared, and their two daughters.