Clare Manning

Tax Assistant

Clare is a Tax Assistant working with our Investment Advisors. She has a strong interest in tax planning and tax preparation. Clare graduated in May, 2024 with her Associates Degree in Accounting, and she is currently pursuing an accounting degree at the University of Wisconsin- Platteville. She hopes to become a Tax Accountant and a Certified Public Accountant.  Clare grew up in Boscobel, WI and she enjoys baking, traveling, and spending time with family. 

Experience:

  • Customer Service Representative at a local banking institution
  • Next Generation Banker Internship at a local banking institution

Education:

  • Associates Degree in Accounting- Southwest Wisconsin Technical College
  • Pursuing a Bachelor of Science Degree- Accounting- UW-Platteville