WHO WE ARE

Wohlenberg Ritzman & Co., LLC is a Certified Public Accounting firm in South Dakota founded in 1955, dedicated to providing our clients with efficient and effective financial services involving audit & accountingtribal government, tax, and management consulting. We pride ourselves on giving personal attention and quality service to each and every client.

We understand the complexities of the marketplace, but more than that, we understand and are here to serve the entrepreneurial spirit. Our firm will prudently assist you with the daily challenges of your business or industry beyond simply looking at your financial position. We are prepared to recommend sound financial strategies and to advise you on other key elements of effective business management.

Every client is important to us. Personal, quality service is the hallmark of our client relationships and includes assigning an engagement partner to facilitate your needs. An applicable team is formed and is accessible to you throughout the engagement. Additionally, all of the firm’s professionals are available to you for advice on complex and specialized issues.

Our professional staff understands and applies the requirements specified in the American Institute of Certified Public Accountants (AICPA) auditing standards, guides, procedures, statutes, rules, and regulations. The Firm successfully completed the most recent independent review of its system of quality control under the auspices of the AICPA Private Companies Practice Section (PCPS) in November 2021. Peer review is one of the requirements for membership in the PCPS, which was established in 1977. Wohlenberg Ritzman & Co., LLC is a member because our firm and all staff members are committed to continuous quality improvement.

From direct financial supervision to sophisticated management counsel, the experienced professionals at Wohlenberg Ritzman & Co., LLC are ready to provide you with the best in business management services to help you achieve your financial goals.

We invite you to explore the comprehensive services we have to offer.

We are proud to be affiliated with the following organizations:

Major Clients

The Firm’s clientele span a wide range of industries, including manufacturers, construction contractors, commercial and residential real estate developers and managers, professional service corporations, transportation companies, local and state governmental authorities, and not-for-profit organizations, among others.
business man financial inspector and secretary making report, ca

MAJOR CLIENTS

The Firm’s clientele span a wide range of industries, including manufacturers, construction contractors, commercial and residential real estate developers and managers, professional service corporations, transportation companies, local and state governmental authorities, and not-for-profit organizations, among others.

OUR TEAM MEMBERS

PARTNERS

Cindy Nordstrom

Partner

MIM

Cindy2

Jessica Gadeken

Partner

MPA, CPA, CGMA

Jessica2

Kathryn J. Nordstrom

Partner

MPA, CPA, CGMA

Kathy

DIRECTORS

Michelle Reyes

Management Consulting Director
Michelle4

Mollie Blaschko

Tax Director

CPA

Mollie4

MANAGERS

Magan Cuka

Audit Manager

MBA, CPA

Magan2

Keith Knutson

Senior Audit Manager

CPA

Keith Knutson

Richard Ellis

Senior Audit Manager

CPA

Dick2 Copy

STAFF

Blaine Meier

Senior Tax Specialist

CPA

Blaine4

Keegan Savary

Staff Auditor II
Keegan2

Cassie McClemans

Audit Coordinator
Cassie2

Luis Ruiz

Staff Auditor II
Luis3

Jacob Joachim

Staff Accountant I
Jacob Profile Pic

Mariah Dather

Staff Auditor I
Mariah3

Jon Hento

Staff Auditor II
Jon

Mike Friese

Tax/Accounting Specialist

CPA

Mike Friese2

Kathleen Doyle

Senior Tax Specialist

CPA

Kathleen4

Rachael Massey

Accounting Associate
Rachel Massey3

Sharon Helgerson

Administrative Support Specialist
Sharon3

Wanda Allen

Tax/Accounting Coordinator
Wanda4

Michael Helgerson

Management Consulting Associate
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Cindy2

Cindy Nordstrom

MIM

Partner

Bio

Cindy has over 27 years of combined management-level experience in national staffing, employee training, bonus systems, and payroll delivery systems. For the past 17 years, Cindy has provided management consulting services to the clients of Wohlenberg Ritzman & Co., LLC with a focus in tribal casinos, tribal colleges, and tribal governments. She specializes in internal audits, human resources/employee benefits, information technology, and major financial affairs, including set-up and delivery of payroll systems and serving in the position of interim Chief Financial Officer.

Client Focus

Industry
Practice
– Tribal Casinos
– Employee Benefit Plans
– Tribal Colleges
– Information Technology
– Tribal Governments & Enterprises
– Internal Audits
– Payroll
– Strategic Business Planning

SELECTED EDUCATIONAL ENGAGEMENTS

Adjunct Professor for Mount Marty College
Yankton, South Dakota

Adjunct Professor for Little Priest Tribal College
Winnebago, Nebraska

DESIGNATIONS

Master Degree in International Management (MIM)

COMMUNITY INVOLVEMENT

Treasurer, Wild Turkey Days Committee
Spencer, Nebraska

EDUCATION

Masters in International Management, Finance,
University of Denver – Denver, Colorado

Bachelor of Science, Chemistry,
University of South Dakota – Vermillion, South Dakota

Bachelor of Science, German,
University of South Dakota – Vermillion, South Dakota

Jessica2

Jessica Gadeken

MPA, CPA, CGMA

Partner

Bio

Jessica has been in public accounting since 2005. Her industry specialization includes governmental and non-profit entities with a focus on state, local, and tribal governments. Her responsibilities include financial statement and compliance audits; assisting in the preparation and review of annual financial statements, related footnotes and combining schedules; and serving in the position of Interim Finance Director for governmental and non-profit entities.

Client Focus

Industry
Practice
– Non-Profit
– Audits
– State & Local Governments
– Financial Consulting
– Tribal Governments & Enterprises
– Financial Statements

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Master of Professional Accountancy,
University of South Dakota – Vermillion, South Dakota

Bachelor of Arts, Accounting
Mount Marty College – Yankton, South Dakota

Kathy

Kathryn J. Nordstrom

MPA, CPA, CGMA

Partner, Director of Audit, Accounting & Management Consulting Services

Bio

Kathryn has practiced public accounting since 1984 and specializes in providing professional and proactive services to tribal entities and financial institutions. She provides accounting and auditing services, as well as management consulting, to tribal governments and their related entities, focusing on giving her clients a practical, clear understanding of findings to help them improve their operations and providing management services as an interim finance officer. She has managed all stages of financial institution audits and director’s exams, including engagement reviews, planning, compliance testing, fieldwork, and report preparation.

Client Focus

Industry
Practice
– Financial Institutions
– Agreed Upon Procedures
– Higher Education
– Audits, Reviews & Compilations
– State & Local Governments
– Management consulting
– Tribal Casinos
– Governmental auditing
– Tribal Colleges
– Tribal Governments

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona, California, Iowa, Kansas, Minnesota, Montana, Nebraska, New Mexico, South Dakota, Texas, Wisconsin, and Wyoming

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

Member, American Institute of Certified Public Accountants
Member, South Dakota Society of Certified Public Accountants
Member, Governmental Audit Quality Center – AICPA

COMMUNITY INVOLVEMENT

Past Member, Mount Marty College Board of Trustees
Past Member, Mount Marty College Finance Committee
Past Member, Yankton Community Transportation Program Board
Past Honoree, University of South Dakota Alumnus of the Year

EDUCATION

Master of Professional Accountancy,
University of South Dakota – Vermillion, South Dakota

Bachelor of Science, Accounting,
University of South Dakota – Vermillion, South Dakota

Michelle4

Michelle K. Reyes

MPA, CPA, CGMA

Management Consulting Director

Bio

Michelle brings 20 years of public service in the human resource field to Wohlenberg Ritzman & Co., LLC. She has experience in recruiting/hiring, employment law, compensation, position classification, benefits, surveys and analysis, training, policy development and interpretation, performance management, employee relations, grievances, complaints, workers’ compensation, reductions in force, unemployment, and retirement. Michelle provides management consulting services to the clients of Wohlenberg Ritzman & Co., LLC with a focus on tribal casinos, tribal colleges, and tribal governments. She specializes in internal audits and human resource administration.

Client Focus

Industry
Practice
– Tribal Casinos
– Human Resource Administration
– Tribal Colleges
– Internal Audits
– Tribal Governments & Enterprises
– Strategic Business Planning
– State & Local Governments

DESIGNATIONS

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PROFESSIONAL AFFILIATIONS

Member, Society for Human Resource Management (SHRM)

COMMUNITY INVOLVEMENT

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EDUCATION

Bachelor of Business Administration with Human Resource Emphasis
Texas A&M University – College Station, Texas

Mollie4

Mollie Blaschko

CPA

Tax Director

Bio

Mollie joined Wohlenberg, Ritzman & Co., LLC in 2022 and has been in public accounting since 2014. Her primary focus is on business and individual taxation. She provides tax and accounting services to businesses through general accounting services such as QuickBooks consultation and training, sales tax, payroll, and strategic year-end planning.

Client Focus

Industry
Practice
– Real Estate
– Business Tax
– Construction
– Personal Tax
– Retail
– Business and Tax Planning
– Food and Beverage
– Payroll
– Individuals
– State & Local Tax
– General Accounting Services

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in South Dakota

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Past Member, Mount Marty College Board of Trustees
Past Member, Mount Marty College Finance Committee
Past Member, Yankton Community Transportation Program Board
Past Honoree, University of South Dakota Alumnus of the Year

EDUCATION

Bachelor of Arts, Accounting and Business Administration
Augustana University – Sioux Falls, South Dakota

Magan2

Magan Cuka

MBA, CPA

Audit Manager

Bio

Magan joined Wohlenberg Ritzman & Co., LLC in 2017. She started her professional career in private accounting, where she worked for six years, splitting time between the non-profit and for-profit sectors. As an audit manager for WRC, her focus is on auditing and accounting services.

Client Focus

Industry
Practice
– Non-Profit
– Audits
– State & Local Governments
– Financial Statements
– Tribal Governments & Enterprises

DESIGNATIONS

INSERT TEXT HERE

PROFESSIONAL AFFILIATIONS

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COMMUNITY INVOLVEMENT

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EDUCATION

Master of Business Administration
University of Sioux Falls – Sioux Falls, South Dakota

Bachelor of Business Administration, Accounting
University of South Dakota – Vermillion, South Dakota

Keith Knutson

Keith Knutson

CPA

Senior Audit Manager

Bio

Keith joined Wohlenberg Ritzman & Co., LLC in 2001 as a Staff Accountant and currently serves in the position of Senior Audit Manager. He specializes in preparing financial statements for a broad range of industries. He has over 40 years of accounting experience. Prior to joining the firm, Keith served as a Bank Examiner for a state regulatory authority, a Cashier for a community bank, and a Controller for an implement dealership.

Client Focus

Industry
Practice
– Financial Institutions
– Audits
– Health Care
– Financial Statements
– Low-Income & Public Housing
– Non-Profit
– State & Local Governments
– Tribal Governments & Enterprises

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in South Dakota

PROFESSIONAL AFFILIATIONS

Member, American Institute of Certified Public Accountants
Member, South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Bachelor of Science in Business Administration,
University of South Dakota –Vermillion, South Dakota

Dick2 Copy

Richard Ellis

CPA

Senior Audit Manager

Bio

Richard (Dick) has been practicing in public accounting since 1970. After nine years of sole proprietorship, he joined Wohlenberg Ritzman & Co., LLC in July 1991. Dick provides audit services to school districts, municipalities, housing authorities, governmental entities, tribal governments and non-profit organizations. He has an enthusiasm for public accounting and works comfortably with his clients, assisting them with their business and accounting needs.

Client Focus

Industry
Practice
– Low-Income & Public Housing
– Audits
– Non-Profit
– Financial Statements
– State & Local Governments
– Tribal Governments & Enterprises

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in South Dakota

PROFESSIONAL AFFILIATIONS

Member, American Institute of Certified Public Accountants
Member, South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Member & Past President, Madison Lions Club
Member & Past Treasurer, Madison Country Club
Past President, Trinity Lutheran Church Council
Past Member, Greater Madison Area Chamber of Commerce Board of Directors
Past Member, Madison Area Career Learning Center Board of Directors
Past Member, Trinity Lutheran Church Board of Trustees

EDUCATION

Bachelor of Science in Business Administration, Accounting,
University of South Dakota – Vermillion, South Dakota

Blaine4

Blaine Meier

cpa

Senior Tax Specialist

Bio

Blaine has practiced public accounting for over 35 years and has been a Partner of Wohlenberg Ritzman & Co., LLC for the past 20 years. His primary focus is business and individual taxes with extensive experience in estate, trust, 401K and employee benefit administration.

Client Focus

Industry
Practice
– Agriculture & Ag-related
– Business Tax
– Automotive
– Credits & Incentives
– Construction
– Merger & Acquisition
– Estates & Trusts
– Personal Tax
– Food & Beverage
– State & Local Tax
– Individuals
– Strategic Business Planning
– Manufacturing
– Succession Planning
– Tax Planning

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in South Dakota

PROFESSIONAL AFFILIATIONS

Member, American Institute of Certified Public Accountants
Member, South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Treasurer, Yankton Community Library Foundation
Past Member & Scorekeeper, Hillcrest Pro-Am Committee
Yankton, South Dakota

EDUCATION

Bachelor of Science, Accounting
University of South Dakota – Vermillion, South Dakota

Keegan2

Keegan Savary

MPA, CPA, CGMA

Staff Auditor II

Bio

Keegan joined Wohlenberg Ritzman & Co., LLC in 2020 as an intern and joined the staff full-time in May 2021. As a staff accountant for WRC, his focus is on auditing and accounting services.

Client Focus

Industry
Practice
– Non-Profit
– Audits
– State & Local Governments
– Financial Statements
– Tribal Governments & Enterprises

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Pursuing Master of Business Administration
Wayne State College – Wayne, NE

Bachelor of Business Administration, Accounting, Criminal Justice
Mount Marty University – Yankton, South Dakota

Cassie2

Cassie McClemans

MPA, CPA, CGMA

Audit Coordinator

Bio

After working in the banking industry for four years, Cassie joined Wohlenberg Ritzman & Co., LLC in 2012. She currently serves as the Firm’s Audit Coordinator and is responsible for managing all pre-audit engagement activities as well as audit processing and delivery. In addition to keeping track of the Firm’s audits, Cassie also handles some bookkeeping and tax responsibilities and is one of the faces that greets you at our Madison office.

Client Focus

Industry
Practice
– Agriculture& Ag-related
– Audits
– Individuals
– Financial Statements
– Low-Income & Public Housing
– Business Tax
– Non-Profit
– Personal Tax
– State & Local Governments
– State & Local Tax
– Tribal Governments & Enterprises
– Tax Planning

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Member, Yankton Morning Optimist Club

EDUCATION

Bachelor of Business Administration,
Mount Marty College – Yankton, South Dakota

Luis3

Luis Ruiz

MPA, CPA, CGMA

Staff Auditor II

Bio

Luis joined Wohlenberg Ritzman & Co., LLC in 2020 as an intern and joined the staff full-time in May 2021. As a staff accountant for WRC, his focus is on auditing and accounting services.

Client Focus

Industry
Practice
– Non-Profit
– Audits
– State & Local Governments
– Financial Statements
– Tribal Governments & Enterprises

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Pursuing Master of Professional Accountancy
University of South Dakota – Vermillion, SD

Bachelor of Business Administration, Accountancy
Mount Marty University – Yankton, South Dakota

Jacob Profile Pic

Jacob Joachim

MPA, CPA, CGMA

Staff Accountant I

Bio

Jacob joined Wohlenberg Ritzman & Co., LLC in 2022 as an Intern and joined the staff full-time in May 2023. As Staff Accountant I, his focus is on financial statement preparation, single audits and accounting. 

Client Focus

Industry
Practice
– Non-Profit
– Audits
– Low-Income & Public Housing
– Financial Statements
– State & Local Governments

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Bachelor of Science, Professional Accountancy
Dakota State University – Madison, South Dakota

Bachelor of Business Administration, Accounting
Dakota State University – Madison, South Dakota

Associate of Science, Business Management
Dakota State University – Madison, South Dakota

Mariah3

Mariah Dather

MPA, CPA, CGMA

Staff Auditor I

Bio

Mariah joined Wohlenberg Ritzman & Co., LLC in 2022 as an intern and as a staff accountant upon graduation. Mariah’s focus is on auditing and accounting services.

Client Focus

Industry
Practice
– Financial Institutions
– Agreed Upon Procedures
– Higher Education
– Audits, Reviews & Compilations
– State & Local Governments
– Management consulting
– Tribal Casinos
– Governmental auditing
– Tribal Colleges
– Tribal Governments

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona, California, Iowa, Kansas, Minnesota, Montana, Nebraska, New Mexico, South Dakota, Texas, Wisconsin, and Wyoming

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

Member, American Institute of Certified Public Accountants
Member, South Dakota Society of Certified Public Accountants
Member, Governmental Audit Quality Center – AICPA

COMMUNITY INVOLVEMENT

Past Member, Mount Marty College Board of Trustees
Past Member, Mount Marty College Finance Committee
Past Member, Yankton Community Transportation Program Board
Past Honoree, University of South Dakota Alumnus of the Year

EDUCATION

Pursuing Master of Professional Accountancy
University of South Dakota – Vermillion, SD

Bachelor of Arts,  Accounting
Mount Marty University – Yankton, SD

Jon

Jon Hento

MPA, CPA, CGMA

Staff Auditor II

Bio

Jon has over 30 years of accounting experience with tribal casinos and served as a controller. He has experience in preparing financial statements, accounts payable, accounts receivable, 941’s, W2’s, other required tax returns, and preparing analysis reports for casino operations.

Client Focus

Industry
Practice
– Non-Profit
– Audits, Reviews & Compilations
– Tribal Governments & Enterprises
– Financial Statements

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Bachelor of Science in Business Administration, Accounting
University of South Dakota – Vermillion, South Dakota

Mike Friese2

Mike Friese

CPA

Tax/Accounting Specialist

Bio

Mike graduated from the University of Sioux Falls, South Dakota, in 2020.  After working for another public accounting firm for three years, he joined Wohlenberg Ritzman & Co., LLC in 2023.  Mike works primarily in the areas of tax, accounting services, and management consulting.  

Client Focus

Industry
Practice
– Food & Beverage
– Business Tax
– Individuals
– Personal Tax
– Manufacturing
– Bookkeeping
– Real Estate
– Management Consulting

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in South Dakota

PROFESSIONAL AFFILIATIONS

Member, South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Past Member, Mount Marty College Board of Trustees
Past Member, Mount Marty College Finance Committee
Past Member, Yankton Community Transportation Program Board
Past Honoree, University of South Dakota Alumnus of the Year

EDUCATION

Bachelor of Arts in Accounting and Minor in Finance
Sioux Falls University – Sioux Falls, South Dakota

Kathleen4

Kathleen Doyle

CPA

Senior Tax Specialist

Bio

Kathleen has practiced public accounting since 1978, including owning her own accounting firm in Petaluma, California for 35 years. She has a broad industry focus and her areas of expertise include tax, tax planning, and strategic business consulting.

Client Focus

Industry
Practice
– Agriculture & Ag-related
– Business Tax
– Construction
– Credits & Incentives
– Estates & Trusts
– Personal Tax
– Food & Beverage
– State & Local Tax
– Individuals
– Strategic Business Planning
– Manufacturing
– Tax Planning
– Non-Profit
– Retail
– Wholesale
– Wineries & Vineyards

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in California and South Dakota

PROFESSIONAL AFFILIATIONS

Member, American Institute of Certified Public Accountants
Member, South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Member, Santa Rosa Junior College Foundation
Treasurer, Petaluma GAP Winegrowers’ Alliance
Past Member, Santa Rosa Junior College Board of Trustees
Past President & Past Treasurer, Petaluma Chamber of Commerce
Past President & Past Treasurer, Petaluma Sunrise Rotary Club
Past Treasurer, Petaluma Lion’s Club

EDUCATION

Bachelor of Arts
Hood College – Frederick, Maryland

Rachel Massey3

Rachael Massey

CPA

Accounting Associate

Bio

Rachael joined Wohlenberg Ritzman & Co., LLC in 2023 after a decade of office administrative work.  As an Accounting Associate, she provides bookkeeping and tax support services to the Firm’s clients, including payroll processing and payroll and sales tax reporting.

Client Focus

Industry
Practice
– Food & Beverage
– Bookkeeping
– Individuals
– Business Tax Support
– Non-Profit
– Personal Tax Support
– Retail

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in South Dakota

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Past Member, Mount Marty College Board of Trustees
Past Member, Mount Marty College Finance Committee
Past Member, Yankton Community Transportation Program Board
Past Honoree, University of South Dakota Alumnus of the Year

EDUCATION

Associate Degree in Business Administration
Saddleback College – Mission Viejo, California

Sharon3

Sharon Helgerson

MPA, CPA, CGMA

Administrative Support Specialist

Bio

Tom has over 20 years of experience in regional public accounting firms and specializes in tribal, federal, state, and local government industries with an emphasis in business audit and tax services.

Client Focus

Industry
Practice
– Agriculture& Ag-related
– Audits
– Individuals
– Financial Statements
– Low-Income & Public Housing
– Business Tax
– Non-Profit
– Personal Tax
– State & Local Governments
– State & Local Tax
– Tribal Governments & Enterprises
– Tax Planning

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Bachelor of Arts, Accounting
Mount Marty College – Yankton, South Dakota

Wanda4

Wanda Allen

MPA, CPA, CGMA

Tax/Accounting Coordinator

Bio

Tom has over 20 years of experience in regional public accounting firms and specializes in tribal, federal, state, and local government industries with an emphasis in business audit and tax services.

Client Focus

Industry
Practice
– Agriculture& Ag-related
– Audits
– Individuals
– Financial Statements
– Low-Income & Public Housing
– Business Tax
– Non-Profit
– Personal Tax
– State & Local Governments
– State & Local Tax
– Tribal Governments & Enterprises
– Tax Planning

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Bachelor of Arts, Accounting
Mount Marty College – Yankton, South Dakota

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Michael Helgerson

MPA, CPA, CGMA

Management Consulting Associate

Bio

Michael began his career serving our country in the United States Navy as a cryptologist. He was instrumental in military planning and operations specializing in trend analysis. Once out of the service, he focused on health and wellness and became a personal trainer before starting his own business in mobile app technology and broadcasting capabilities. In 2019, Michael joined Wohlenberg Ritzman & Co., LLC as a Management Consulting Associate with a focus on special projects and business efficiencies for WRC clients.

Client Focus

Industry
Practice
– Non-Profit
– Information Technology
– Tribal Casinos
– Merger & Acquisition
– Tribal Governments & Enterprises
– Strategic Business Planning
– Entrepreneurship

DESIGNATIONS

Certified Public Accountant (CPA)
Licensed in Arizona and South Dakota

Chartered Global Management Accountant (CGMA)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Vice President and Treasurer, Meridian District of Downtown Yankton
Past Board Member, Susan G. Komen South Dakota Affiliate
Past Member, Yankton Morning Optimist Club

EDUCATION

Pursuing Master of Business Administration
Dakota State University – Madison, South Dakota

Bachelor of Business Administration, Finance
University of South Dakota – Vermillion, South Dakota