Sean brings extensive experience in tax planning and client relations to his role at Vesta. As a seasoned professional from both Big 4 and local accounting firms, Sean excels in providing proactive tax strategies and personalized service to clients. He focuses on understanding client goals and leveraging tax laws to maximize savings and foster financial success.

Professional Background:

Sean grew up in West Allis and attended both Marquette University and UW–Milwaukee. He spent several years living in downtown Milwaukee and now resides in Wauwatosa. With a background spanning Big 4 firms, local public accounting, and industry roles, Sean found his niche at Vesta—a mid-sized firm combining deep expertise with personalized service. His career journey reflects a commitment to helping small businesses thrive by optimizing tax strategies and financial planning. Sean’s approach blends technical proficiency with a personal touch, ensuring clients receive tailored solutions that meet their unique needs.

Key Accomplishments:

Sean’s tenure at Vesta is marked by significant contributions to client savings and operational efficiencies. His proactive tax planning has enabled numerous small businesses to achieve tangible financial benefits, reinforcing their role as community pillars. Sean takes pride in his ability to navigate complex tax landscapes and deliver impactful results that directly enhance client operations and long-term viability.

Personal Interests:

Deeply committed to his community, Sean volunteers as Treasurer for the Milwaukee Tennis & Education Foundation, Secretary of the Thiensville-Mequon Rotary Foundation, and is an active member of the Thiensville-Mequon Rotary Club. He also serves as an Ambassador for the Mequon-Thiensville Chamber of Commerce. Outside of his volunteer work, Sean enjoys spending summers in Wisconsin attending festivals, fairs, and Brewers games with his family. He’s also an avid tennis player and golfer, always looking for new ways to stay active and connected with his community.

Greg plays a crucial role at Vesta, leveraging his broad expertise in tax, business consulting, and business valuation to provide strategic guidance and support to clients. His problem-solving skills and dedication make him a valuable asset in helping businesses navigate various stages of their growth and development.

Professional Background:

Greg hails from Mayville, Wisconsin, where he developed a strong work ethic and an affinity for community involvement from his upbringing on a farm. With a Bachelor’s degree from Marian University, Greg has accumulated extensive experience in public accounting, gaining comprehensive knowledge in tax strategies, business consulting, and business valuation.

Throughout his career, Greg has worked closely with diverse businesses, offering tailored solutions to address their specific needs and challenges. His ability to assess complex situations and devise effective plans underscores his commitment to client success.

Key Accomplishments:

At Vesta, Greg is known for his proactive approach and dedication to helping clients achieve their business goals. He finds fulfillment in witnessing clients thrive and grow as a result of his strategic guidance and support.

Professional Affiliations and Community Service:

Greg actively contributes to his community through various leadership roles, including serving as a Board Member on the Home Builders Association of Fond du Lac and Dodge Counties, participating in the Envision Greater FDL Revolving Loan Committee, and serving as a Board Member at Bristol Morgan Bank. His involvement in these organizations highlights his commitment to community development and economic growth.

As a member of the Wisconsin Institute of Certified Public Accountants (WICPA), the American Institute of Certified Public Accountants (AICPA), and the National Association of Certified Valuators and Analysts (NACVA), Greg stays abreast of industry trends and best practices, ensuring that he delivers the highest level of service to his clients.

Josh plays a crucial role at Vesta as a dedicated professional with a strong foundation in accounting and a deep commitment to client service. His career trajectory, from a Big 4 firm to a mid-sized regional firm like Vesta, reflects his ability to handle complex financial matters with confidence and care.

Josh finds fulfillment in fostering deep, familial bonds with his clients, who often feel like extended family. He champions a team-oriented approach, recognizing that collaboration across disciplines enhances client outcomes and satisfaction.

For more info go to: www.vesta.cpa

In This episode we talk with Ivana Lee about the value of Quickbooks in a business and how the Vesta team can improve your accounting process by trusting a professional.

Toady we are talking with Gabe Olsen, senior consultant at Vesta. 

Gabe brings a wealth of experience to Vesta and plays a pivotal role in helping our clients reach their goals.

In this episode Gabe shares his knowledge in his signature style which we know you will enjoy.

This show is all about assurance. We discuss what assurance and audit services are and how they can impact your business in a positive way.

Sean Bailey Tax Manager at Vesta,  Joins our guest host, Jason Prigge a local business owner as they talk about the challenges of tax planning and how the advantage of foresight when it comes to your business.

VESTA is a CPA-led advisory firm.

For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

*Disclaimer:
Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

Sean Bailey, continues his tlks with Brad Saunders about his role at Vesta and how the firm is growing and changing with the times.

VESTA is a CPA-led advisory firm.

For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

*Disclaimer:
Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

Sean Bailey, talks with Brad Saunders about his role at Vesta and how the firm is growing and changing with the times.

VESTA is a CPA-led advisory firm.

For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

*Disclaimer:
Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

Brad talks with two guests. Sean Bailey, Market Leader for the North Shore Market of Milwaukee and Nick Deering, Market Developer for the Madison market.

VESTA is a CPA-led advisory firm.

For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

*Disclaimer:
Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/