We’d like to thank our two summer interns, Ryan Medellin and Jade Everhart, for their assistance.
Ryan, now a Senior at Mount St. Joe’s, majoring in Accounting and working on his MBA, assisted HG CPAs with tax extensions, inputting documents to move us towards becoming paperless, and preparing for HCM’s tax planning meetings. This summer he was able to see Elton John in Cleveland and visited Niagara Falls in Canada. Ryan will continue helping us throughout this year’s tax season.
Jade, a sophomore at Purdue University, is double majoring in Financial Planning & Counseling and Women’s Gender & Sexuality Studies. She stepped in as our front desk receptionist while we trained Kacidee in her new Client Services position and searched for a permanent receptionist. She was a natural, learning our client management system and other software programs, while kindly welcoming our clients’ calls and visits. She’s active in Purdue’s Financial Planning Association club, the Period Project, and CHAARG.