Seeman Tax & Financial LLC

About Us

Aaron K. Seeman, CFPÒ , CLU

Aaron graduated from UW-La Crosse with a degree in finance and has been working in the financial services & tax industry ever since.  Over the course of his career, has has worked as a trainer for financial representatives, a portfolio manager at a Minneapolis wealth management firm, and a life insurance case specialist at a Fortune Global 500 company.  He currently is a Registered Representative with Harbour Investments Inc. and is both securities and insurance licensed.

In 2003, Aaron earned the Certified Financial Planner (CFP) designation and in 2004 he earned the Chartered Life Underwriter (CLU) designation.  In addition to keeping up with the continuing education requirements of these designations and changes to the tax code, Aaron is currently working towards the Enrolled Agent (EA) designation.

Aaron specializes in retirement planning, wealth accumulation and protection strategies with a focus on tax efficiency. In addition to working at Seeman Tax & Financial LLC, Aaron also owns Cadott Tax & Financial Services. 


Aaron is married with two children and enjoys biking, running, golfing, and fishing.

Kurt R. Seeman, B.S.B.A

Kurt has been successfully delivering sound financial advice and superior service to clients for 33 years.  Since 1976, Kurt has served as President with Business & Financial Services of Eau Claire, WI and  Kurt R. Seeman & Co. of Altoona, WI.  He is a Registered Representative with Harbour Investments, Inc.  Kurt has conducted seminars for National Conferences including presentations on retirement planning and pension plan lump sum investing.

Kurt's professional affiliations include memberships in the International Association of Registered Financial Planners, National Society of Public Accountants and National Association of Tax Practitioners. 

Kurt's financial career focuses on retirement planning, wealth accumulation and preservation strategies individually designed for each  of his clients, which include, but are not limited to, successful  professionals, business owners, retirees and health care providers.  

Kurt enjoys running, skiing and motor sports.  He currently resides in Eau Claire, WI.  He has 3 children and 4 grandchildren.
  
Amie Saykally, B.B.A.

Amie started at Seeman Tax & Financial LLC in 2002 as an intern.  Upon graduation from UW-Eau Claire in December of 2003 with a Bachelor of Business Administration degree in Accounting and a minor in Management, she was hired full-time.  Amie is currently the lead accountant at Kurt R. Seeman & Co.. 

Amie is a QuickBooks Certified Pro Advisor since 2006.  She offers services such as assistance in setting up your QuickBooks, help with troubleshooting and advanved QuickBooks Training.  

Amie enjoys spending time with her family, scrapbooking, ice fishing and playing softball and volleyball.
 
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