Green Bay, Wis. – Schenck is proud to announce that Michelle Mulloy, CPA, a senior manager at the firm’s Green Bay location, is newly certified as an Accredited Estate Planner® designee by the National Association of Estate Planners & Councils.
The AEP® designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation and character, and who commit to the team concept of estate planning.
According to NAEPC’s website, only six other professionals have this designation in the Green Bay area.
Mulloy has more than 20 years of experience in public accounting including planning and compliance work with trusts, estates and individuals. Her experience also includes lifetime and charitable gift planning. Mulloy joined Schenck in 1997 and is a member of Schenck’s Wealth Advisory team.
About Schenck SC
Schenck is a full-service regional accounting and consulting firm. The firm has more than 600 team members who serve clients from eight locations in Wisconsin. As one of the larger CPA firms in the United States, Schenck provides a full range of services including accounting and assurance, tax, business consulting, human resources consulting, information technology, merger and acquisition, retirement planning, wealth advisory and payroll solutions for businesses, government and not-for-profit organizations, and individuals.