Connected professional accountants, llc.

certified public accountants

Formerly Lewis, Poe, Moeller, Gunderson & Roberts, LLC.

 

With our experience, we provide services to a broad range of industries. As a local business, client confidentiality is paramount and we take many precautions when it comes to safely and securely managing your information. As a full service certified public accounting firm, we strive to provide our clients with service above and beyond their expectations.

Tax

  •  Individuals

  • Limited Liability Companies

  • General & Limited Partnerships

  • Corporations

  • Estates & Trusts

  • Not-for-Profit Organizations

Financial Statements

  • Audited Financial Statements

  • Reviews

  • Compilations

  • Agreed-Upon Procedures

Consulting

  • Business Consulting

  • Estate planning

  • Retirement Planning

  • Conservatorship

  • Payroll Services

  • Bookkeeping Services

  • Quick Books ProAdvisor

 

Our roots

 

After nearly 70 years in business and numerous name changes due to retirements and additions of new partners, we have decided to change our name for the last time.  Lewis, Poe, Moeller, Gunderson & Roberts LLC is now Connected Professional Accountants, LLC. Even though our name has changed, our commitment to outstanding professional service and community support remains the same.

1951 - James G. Eveson and Charles A. Snyder create Eveson and Snyder, CPA’s.

1965 - Terry Lincoln joins the firm.

1966 - In the midst of a disastrous fire that consumed the entire office, James Seydel moves from Nebraska to join the firm.

1974 - The firm name is changed to Eveson, Snyder, Lincoln & Company as Terry Lincoln becomes a partner.

1976 - James Seydel becomes a partner and Brent Lewis joins the firm as a junior partner.

1979 - Mike Moeller joins the firm.

1982 - Brent Lewis becomes a full partner, changing the firm name to Eveson, Snyder, Lincoln, Seydel and Lewis, CPA’s.

1994 - Mike Poe joins the firm.

1998 - Mike Poe becomes partner.

1999 - Mike Moeller becomes a partner and the firm name is changed to Snyder, Seydel, Lewis, Poe, Moeller, LLC.

2001 - Brent Gunderson joins the firm.

2004 - Brent Gunderson, at age 25, becomes the youngest person in the history of the firm to become partner. The firm name changes to Seydel, Lewis, Poe, Moeller and Gunderson, LLC.

2008 - Yvonne Roberts joins the firm.

2010 - Chelsea Herron joins the firm.

2014 - Yvonne Roberts becomes the first woman partner at the firm, changing the name to Lewis, Poe, Moeller, Gunderson and Roberts, LLC.

2016 - Chelsea (Herron) Hewitt becomes a partner.

2018 - After six different name changes the firm adopts the permanent name, Connected Professional Accountants, LLC.


Click on the images below to enlarge and see descriptions:

 

Our Team

 
 

Brent M. Gunderson, CPA

Owner/Member

bgunderson@lagrandecpa.com

Michael R. Poe, CPA

Owner/Member

mpoe@lagrandecpa.com

 

Chelsea A. Hewitt, CPA

Owner/Member

chewitt@lagrandecpa.com

Yvonne K. Roberts, CPA

Owner/Member

yroberts@lagrandecpa.com

 

Michael E. Moeller, CPA

mmoeller@lagrandecpa.com

H. Brent Lewis, CPA

blewis@lagrandecpa.com

 

Michelle R. Long, MBA, CPA

Senior Staff Accountant

mlong@lagrandecpa.com

Mindy S. Davis, CPA

Quality Control Manager

mdavis@lagrandecpa.com

 

Missy Keller

Staff Accountant

mkeller@lagrandecpa.com

Brooke A. Stout, CPA

Senior Staff Accountant

bstout@lagrandecpa.com

 

Lucas Torrico

Staff Accountant

ltorrico@lagrandecpa.com

Lindsey Cole

Staff Accountant

lcole@lagrandecpa.com

 

Tanner Willson

Accounting Associate

twillson@lagrandecpa.com

Erin L. Voss

Staff Accountant

evoss@lagrandecpa.com

 

Karly Knapp

Payroll Specialist

kknapp@lagrandecpa.com

Scott Bisenius

Payroll Manager

sbisenius@lagrandecpa.com

 

Kim Justice

Office Manager

kjustice@lagrandecpa.com

Our Office

1121 Adams Ave

P.O. Box 1024
La Grande, OR 97850

Hours:

Monday through Thursday 8 a.m. - 5 p.m. Closed for lunch from 12 p.m. - 1 p.m. Friday - By appointment only

2019 Tax Season Hours:

February 1 through April 15 Monday through Friday 7:30 a.m - 5:30 p.m Open during lunch

 
 

Contact Us

Please feel free to send us a message and we will respond as soon as possible. We will use your feedback in the professional growth of our firm and staff. If you need immediate assistance please call our office. Thank you.

Telephone:

(541) 963-4191

Fax:

(541) 963-9434

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CWS.png
 

  Connected Wealth Solutions, LLC (CWS) is an independent Registered Investment Advisory company owned and operated by Brent M. Gunderson and Michael R. Poe.

Our Story

We are Connected Wealth Solutions LLC, locally owned, but part of a growing collaboration of CPA wealth advisors. We are committed to helping our valued clients achieve their financial goals.

In 2015, our CPA firm decided that our clients could benefit from a wealth management service that took into account the tax implications of investing. Our approach is to put your goals and interests first. as your Wealth managers and trusted tax advisors, we can help connect your financial present to your financial future.

Our Promise

When you choose to work with an advisor, you expect that person will be there to do what’s best for you. Unfortunately, many “financial advisors” and brokers are in the business of selling, not serving clients. Our approach is different. We believe that making our client's interests a priority, we achieve more together.

As fiduciaries, we have embraced the highest legal standard to act in your best interests. Ultimately, what sets us apart is what brings us together: a passion for academic evidence, a commitment to transparency and a promise to put your interests first in everything we do.

Our Collaborative Partner

BAM Advisor Services is our partner in this journey. BAM Advisor Service is based in St. Louis, MO and is home of the BAM ALLIANCE, a national community of more than 135 independent like-minded advisory firms. BAM Advisor Services manages or administers over $34 billion in assets.

Their Investment Policy Committee sets the firms wide investment strategy. They work closely with our wealth management team to create personalized financial plans and tailored investment portfolios. As your life changes and your needs evolve, the vast resources of tax strategy, risk management, wealth transfer, and retirement planning professionals go to work for you, leveraging their collective experience to guide you through your biggest financial decisions.

Our Advise

At Connected Wealth Solutions LLC, we are fiduciaries. By law, we must put your interests first in everything we do on your behalf. This pledge will be present in every part of your experience with us, from the advice we give to the plan we create to the fees we charge.

The majority of financial advisors adhere to the suitability standard. They are merely required to do what is suitable for your needs. Those advisors can recommend products and give advice that in some way fits your situation, but may result in higher fees to you and/or a larger commission for them. Advisors, who operate under the suitability standard, are not required to put YOUR needs ahead of their own.

It’s your money; you deserve the fiduciary standard!

We invite you to schedule a complimentary wealth analysis with one of our licensed wealth advisors.

For more information about Connected Wealth Solutions, LLC please click the portal button below to visit their website.