NEWS & RESOURCES

Kris Loomis designated as Champion Partner of CNC Financial

For immediate release: October 7, 2020

For more information, please contact: Adelae Winters, (509) 663-1661

Cordell, Neher & Co. designates Champion Partner

Wenatchee, WA – Kris Loomis, Managing Partner of Cordell, Neher & Co, PLLC, has recently been designated as Champion Partner for CNC Financial Group.

The Champion Partner develops and guides the vision of the Financial Services Firm and leads the team toward growth. Loomis will work with the Firm’s CPA team to develop and manage holistic financial plans to support clients’ financial success.

The role of Champion Partner was most recently held by Jeff Neher, who is retiring this month after more than 40 years.

With a wide range of practical application experiences to draw from, Loomis offers ‘turn-key’ solutions in multiple business arenas. She began her professional career managing an EPA certified drinking water quality laboratory in Boise, Idaho and relocated to Wenatchee in 1994 to become Operations Manager for an internet service provider. The company rapidly expanded and went public in 1996. In 1997 Loomis formed a management consulting practice working primarily with high growth and start-up companies on their planning and finance aspects.

She joined Cordell, Neher & Company, PLLC in the Leavenworth office to assist in the expansion of their consulting practice and transferred to the Wenatchee office in May 2003. She continues to build on her consulting background and work in the litigation services division, and currently serves as Cordell, Neher & Company, PLLC’s Managing Principal.

The CNC Financial Group is housed in the offices of Cordell, Neher & Company, PLLC, one of North Central Washington’s largest and most respected accounting firms. This blending of trusted tax professionals and financial advisers allows the team to develop a comprehensive wealth care plan that’s best for clients. CNC Financial Group, LLC is organized to meet the specific investment needs of families, businesses, and institutions in the community we serve as trusted accounting advisers.

###

Events & Deadlines

2024 Shred Event

Cordell Neher & Company, PLLC 175 E Penny Rd #1, Wenatchee, United States

CNC Newsletter

Subscribe and stay informed on policy changes that could have an impact on you.
Something went wrong. Please check your entries and try again.
Posted in

TaxCaddy Login

Avantax Login

SafeSend

CPA/Tax Documents Only

Footer Contact

  • This field is for validation purposes and should be left unchanged.

(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
Fax Number

P.O. Box 3068
Wenatchee, WA 98807-3068

Check the background of your financial professional on FINRA's BrokerCheck®

Privacy & Usage: The information on the Cordell, Neher & Company, PLLC website is provided with the understanding that it should not be substituted, in any way, for consultation with a professional Certified Public Accountant, accountant, tax, legal or other competent advisor. Cordell, Neher & Company, PLLC makes every attempt to ensure that the information contained on their websites are obtained from reliable sources, but is not responsible for any errors and/or omissions or from the results obtained from the use of any information. This site contains links to servers maintained by other organizations. Cordell, Neher & Company, PLLC cannot provide any warranty regarding the accuracy or source of information found on any of these servers, the content of any file the user might use to download from a third-party site, and is not responsibility for the content found on any of these servers or for any links these servers maintain with other servers.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services.SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth Management.SM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with CNC Financial Group, LLC.

CNC-icon-white-02

© 2020 Cordell, Neher & Company PLLC • Designed by Pixel to Press