OUR EXPERTISE
YOUR SUCCESS
Accounting
Wealth Management
Advisory

Meet Vesta

A CPA-led advisory firm

For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth Management, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

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Our Services

Tax

Assurance

Outsourcing

Investments

Financial Planning

Retirement Planning

Tax Planning

Transition Strategy

Business Valuation

Data Analytics

Management Reporting

Our Markets

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We have carefully chosen each of our core markets—Sheboygan County, Fond du Lac County, Greater Madison, and Milwaukee’s North Shore—because they are vibrant talent hubs and thriving business communities. Our commitment to these locations reflects our belief in leveraging local expertise and building lasting connections with like-minded professionals.

By aligning with these dynamic regions, Vesta positions itself at the intersection of innovation, collaboration, and economic opportunity. This strategic presence allows us to deliver exceptional CPA and advisory services tailored to the needs of businesses and individuals in each market. We’re not just serving these areas—we’re a product of their unique strengths, growth, and entrepreneurial spirit.

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Our Clients

Future Focused Growth.

At Vesta, our ideal clients are growth-driven businesses and organizations seeking a long-term, collaborative partnership with a CPA-led advisory firm that prioritizes wealth building, strategic planning, and operational excellence.
We specialize in guiding clients across industries—including Construction, Retail, Manufacturing, Professional Services, Real Estate, and Non-Profit—through transformative financial strategies that go beyond traditional accounting. Our approach integrates forward-looking advisory, tax optimization, and financial planning to help clients protect their assets, scale their operations, and achieve lasting success.

While accounting remains a foundational element, we deliver comprehensive wealth and advisory solutions tailored to meet the evolving needs of today’s businesses. We’re not just balancing books—we’re building futures.

Our Team

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Driven by insight.

At Vesta, we believe exceptional teams aren’t just assembled—they’re cultivated. We seek out individuals who bring innovative thinking, inclusive leadership, and insightful collaboration to every client engagement.

Our team is more than a collection of credentials. We’re a dynamic blend of diverse perspectives, bold ideas, and shared values working together to help clients grow, protect wealth, and plan for the future. Whether guiding strategic decisions, optimizing tax outcomes, or supporting financial planning, we bring the kind of curiosity and commitment that turns insight into action.

We’re not just here to do the work, we’re here to make an impact. By aligning our expertise with client goals, we deliver trusted advisory that drives growth, safeguards assets, and builds lasting success.

Meet the professionals who help our clients and team members discover and achieve their goals.
Vesta Employee
Kaelin Thibodeau
Senior Consultant
CPA
Shannon C
Shannon Conley
Wealth Management Senior Operations Consultant
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Karin Harms
Director
CPA
Jess M staff photo
Jessica Rose Moon
Manager
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