(920) 336-0863 info@thefinplangroup.com

Kayla Cooney

Tax Associate

About Me

I was born and raised in Green Bay, WI. Wanting to stay close to home for college, I chose to go to St. Norbert College for my post-secondary education.  During my last year at St. Norbert I was given the opportunity to intern with Associated Bank in the IT department.  While not my major, Associated Bank gave me a first look into the corporate world.  After graduating, I accepted a position at Thrivent Financial in Appleton as a service representative in the life insurance area.  I worked there for about 2 years before deciding that it was time to move more into my field of study (Accounting).  In December of 2015, I accepted the position with Financial Planning as a Tax Associate and have not looked back!

Education

I graduated from St. Norbert College in 2012 with a degree in Accounting and a minor in Economics.

Role in the Firm

I joined FPIS in December of 2015 as a tax associate, right in time for tax season.   I prepare clients taxes and amendments to previous tax years.  Also, I prepare and analyze tax estimates for different tax planning scenarios.

Outside of Work

I enjoy spending time with my family and friends.  My sister and I get along great, so we love going out for dinner to catch up and chat about anything and everything.  In my down time, I usually can be found either reading a book or watching a movie.