Brian L. Sohn*, CPA, CFP®
Brian has more than 8 years of tax and management advisory experience and has been with EV & Co.'s Okoboji office since 2007 and became a partner October 1, 2012..
works with a variety of industries including agriculture, construction, health care, consulting, financial, manufacturing, non-profit, professional services, wholesale and retail.
He is a member of the firm's Technology, Marketing, and Firm Systems committees.
is responsible for corporate, partnership, and individual income tax preparation and consulting, estate planning, financial planning, financial statement preparation, general business consulting and management services, strategic planning and ownership and succession management.
Brian is a CERTIFIED FINANCIAL PLANNER™.
He is also an Investment Advisor Representative, a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.
He graduated Cum Laude with his Bachelor of Arts degree from Buena Vista University, where he double majored in Accounting and Finance & Banking with an Economics minor.
Brian's professional affiliations include the American Institute of Certified Public Accountants
and the Iowa Society of Certified Public Accountants
He is the current president of Lakes Regional Healthcare Foundation, serves as treasurer of the Dickinson County Endowment Fund, and is a member of Kiwanis.
lives in Spirit Lake with his
free time, he
enjoys playing basketball, relaxing on the lake, and everything the Iowa Great Lakes
has to offer.
Please be advised that presently Jim Voigt, Jeff Knapp, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn
, and Thad Lichter hold FINRA Series 6
and 63 licenses in the state of Iowa.