Ms. Shonnard has over 31 years of professional experience in Tax Preparation and over a decade of Investment Planning experience. Her business has been located in Cochranton since 1989. As owner, Judy maintains a hands-on approach to her business, devoting countless hours to clients and office support.
She is an Enrolled Agent eligible to represent clients before the Internal Revenue Service. She holds a Series 7 Securities License through her affiliation with Avantax and licenses for Health and Life Insurance. She is also a member of the National Association of Tax Professionals.
Judy works with clients to find the best investment strategies for their personal situations, be it college planning, retirement planning, long-term care planning, and general investment planning.
Educational credentials:
- B.A.in Chemistry from Dunbarton College, A.S. in Accounting from the University of Pittsburgh, M.S. in Taxation from Robert Morris College, and numerous professional and Continuing Ed. Courses.
LICENSING INFORMATION:
- SECURITY LICENSES -- STATES:New York, Pennsylvania, Virginia, California
- Exams: Series 63 and 7
INSURANCE LICENSES:
- LICENSE: LIFE -- New York
- LICENSE: VARIABLE ANNUITIES and VARIABLE LIFE -- New York
- LICENSE: ACCIDENT and HEALTH -- New York and Pennsylvania
- LICENSE: VARIABLE LIFE / VARIABLE ANNUITY -- Pennsylvania
- LICENSE: LIFE and FIXED ANNUITIES -- Pennsylvania
- LICENSE: LIFE and ANNUITIES -- Virginia
- LICENSE: VARIABLE ANNUITIES-- Virginia
PROFESSIONAL DESIGNATIONS
- EA Enrolled Agent