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Expertise
The role of “trusted advisor”
is one that Judy Conner does not take lightly.
Specializing in estate planning, trust and fiduciary
accounting and tax, she has proven her ability
to counsel and guide her clients into planning
for their golden years. As the current Director
of Tax for Cordell, Neher & Company, PLLC
she monitors and mentors our accountants through
the ever-changing world of tax law and regulations,
encouraging continuing education and cross training
within the Firm.
As
a deeply compassionate individual, Judy’s
clients are all made to feel they are the most
important relationship she has. Having obtained
her CPA license in 1970, Judy has vast experience
to guide her through almost any tax issue. Moving
to Wenatchee from Moses Lake in 1970, she and
her husband and partner, Irv Conner, joined Al
Cordell to eventually form Cordell and Conner.
With the merger of that firm in 1988 with Ringler,
Neher & Blakney, the current Firm came into
being.
Community
She currently sits as a Board member of Cashmere Valley Bank. Judy serves on the Board of Directors of the Central Washington Hospital Foundation and the Guild House having served as president of these organizations. She is a past president of Wenatchee Rotary, Wenatchee Valley College Foundation and the Business and Professional Women. She has enjoyed involvement in the Junior Wenatchee Hospital Guild, Grace Lutheran Church Council and on the advisory committees of Wenatchee Valley College, Wenatchee High School and the Wenatchee High School Foundation. She recently co-chaired, with her husband Irv, the successful two million dollar community fund raising drive for "Nurses for Tomorrow." Judy and her husband Irv were recently honored with the "AZ Wells Award" for community service. .
Judy
is often called to present at a variety of seminars
including estate-planning seminars, the Greater
Wenatchee Community Foundation and at People’s
Law, a public forum sponsored by the Washington
State Trial Lawyers Association.
Being
so busy with her business and community commitments,
Judy steals time to spend with Irv and Molly, their
faithful dog. She enjoys taking long weekends
during the late spring, summer and fall to indulge
in her crafts and hobbies.
Credentials
Having grown up in Central Washington, Judy graduated
from CWU in 1969 with a Bachelor of Arts in Business
Administration. She became a Certified Specialist
in Estate Planning, Certificate of Educational
Achievement in 1999. To enhance her consulting,
Judy has also obtained her financial advisory
licenses Series 7 and Series 66. She has maintained
her membership in the American Institute of Certified
Public Accountants and is a member of the Advisory
Council and the Political Action Committee of
the Washington Society of CPA’s, serving
as past president of the Wenatchee Chapter. Judy
remains active in the Estate Planning Council
of North Central Washington and is an associate
member of the American Bar Association.
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