Finplan - Headshot - Kayla Cooney

Kayla Cooney, EA

Tax Associate

Kayla Cooney

Tax Associate

About Me

I was born and raised in Green Bay, Wisconsin. 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 two 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 on the Team

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.

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