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Jeri Schultz, CPA, CCPS

Jeri Schultz, CPA, CCPS

Phone: 319-653-6684

Fax: 319-653-6801

Jeri has worked in public accounting since 2000, has been with LattaHarris since 2010, and became a partner in 2020.  Jeri has been a Certified College Planning Specialist (CCPS) since 2002 and became an Investment Advisor Representative in 2013. Her Financial Services business is conducted through LattaHarris, LLP, which is affiliated with Honkamp Krueger Financial Services. She specializes in working with small business clients, farms, and individuals on tax planning, tax preparation, financial and college planning.

Jeri is a graduate of Iowa Wesleyan College with a BA in accounting and business administration. She is a Certified Public Accountant and a Certified College Planning Specialist. Jeri also maintains a health & life insurance license and is Series 7 and 63 securities licensed. Jeri is licensed to sell securities in Iowa. Check the background of this financial professional on FINRA’s BrokerCheck http://brokercheck.finra.org

She is a member of the Iowa Society of Certified Public Accountants and the National Institute of Certified College Planners.

Jeri lives on a family farm near Ollie with her husband Jared and their two daughters Katelynn and Kendra.

Contact

116 West Main Street
Washington, IA 52353

LHwebmail@lattaharris.com

319-653-6684

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