Abby Lubozynski, CPA
Wealth Management Tax Manager
Abby works with wealth management clients and their advisors to analyze clients’ present and future tax-related needs and goals. With her expertise in tax planning, Abby helps clients and others to understand the complexities involved with taxes as they relate to their overall financial well-being.
From managing year-end planning and quarterly tax estimates to overseeing the organization of clients’ income tax data throughout the year, Abby is on hand to ensure consistent processes are followed from onboarding and initial planning with clients to regularly scheduled progress and strategy meetings.
Abby received her bachelor’s in accounting from the University of Minnesota. She belongs to the American Institute of CPAs and the Minnesota Society of CPAs.