JENNAH PURK,CPA,MST

President and Founding Shareholder BrokerCheck

Linkedin

    CONSTRUCTION  |  EMPLOYEE BENEFIT PLAN SERVICES |  GOVERNMENTAL |  HEALTHCARE |  HOME BUILDERS |  MANUFACTURERS AND DISTRIBUTORS |  NOT FOR PROFIT |  PROFESSIONAL ATHLETES |  PROFESSIONAL SERVICES |  REAL ESTATE INVESTORS AND DEVELOPERS |  SALT (STATE AND LOCAL TAXES) |  TAX COMPLIANCE

    EXPERIENCE

    Bill Purk, CPA, is President and a Founding Shareholder at Purk & Associates, P.C., the nationally recognized accounting and management consulting firm he co-founded in 2009. He has had a varied, expansive and distinguished career working in the public and private sectors for more than 40 years. Bill has the knowledge, business acumen and skills to ensure accuracy and results for his clients as well as the understanding that clients’ business goals are achieved. He began his career working as an examiner for the IRS.

    Bill is also part of Purk Advisors, LLC, the wealth management subsidiary of Purk & Associates, P.C., where he leads a team to help clients plan for their retirement, manage investments, and offer financial guidance. Bill is involved with many of the firm’s privately held business clients to implement wealth protection and transfer strategies.

    • Awarded SBA 2014 Small Business Team of the Year for Eastern Missouri
    • Works with Purk Advisors, LLC, wealth management subsidiary of Purk & Associates
    • St. John Vianney High School Hall of Fame Recipient – 2016

    SPECIALIZATION

    • BUSINESS DEVELOPMENT
    • MERGERS & ACQUISITIONS
    • BUSINESS SUCCESSION PLANNING
    • GOVERNMENT RELATIONS
    • LEADERSHIP DEVELOPMENT
    • FINANCE

    EDUCATION AND MEMBERSHIP

    • B.S., Business Administration, University of Missouri – St. Louis, St. Louis, Missouri
    • Missouri Society of Certified Public Accountants (MSCPA)
    • American Institute of Certified Public Accountants (AICPA)

    COMMUNITY INVOLVEMENT

    • Awarded SBA 2014 Small Business Team of the Year for Eastern Missouri
    • St. John Vianney High School Past Board Member – 10+ years

    Securities offered through Avantax Investment ServicesSM, Member FINRA/SIPC Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.