Senior Tax Manager

JoAnn Huber, CPA, PFS, CFP®

JoAnn Huber graduated from Utah State University with both a Bachelor of Science and a Master of Accounting with an emphasis in taxation. After graduation, she worked for Arthur Andersen & Co. and then a small local firm that specialized in tax planning. These positions helped her discover her passion for helping individuals with their personal financial situation.   

After a career break to spend time raising her five children (three girls and two boys), JoAnn returned to the workforce to build and lead a tax practice within a financial advisory firm. She pursued and obtained her CFP® certificate as she wanted more depth in the overall financial planning process. She loves helping people create a financial plan while taking into account their tax situation. 

JoAnn lives in Lenexa, Kansas, which is near Kansas City. In her free time, she loves to spend time with her family and friends, watch college basketball, read, and spend time in nature.

Senior Tax Manager

JoAnn Huber, CPA, PFS, CFP®

JoAnn Huber graduated from Utah State University with both a Bachelor of Science and a Master of Accounting with an emphasis in taxation. After graduation, she worked for Arthur Andersen & Co. and then a small local firm that specialized in tax planning. These positions helped her discover her passion for helping individuals with their personal financial situation.   

After a career break to spend time raising her five children (three girls and two boys), JoAnn returned to the workforce to build and lead a tax practice within a financial advisory firm. She pursued and obtained her CFP® certificate as she wanted more depth in the overall financial planning process. She loves helping people create a financial plan while taking into account their tax situation. 

JoAnn lives in Lenexa, Kansas, which is near Kansas City. In her free time, she loves to spend time with her family and friends, watch college basketball, read, and spend time in nature.

Senior Tax Manager

JoAnn Huber, CPA, PFS, CFP®

JoAnn Huber graduated from Utah State University with both a Bachelor of Science and a Master of Accounting with an emphasis in taxation. After graduation, she worked for Arthur Andersen & Co. and then a small local firm that specialized in tax planning. These positions helped her discover her passion for helping individuals with their personal financial situation.   

After a career break to spend time raising her five children (three girls and two boys), JoAnn returned to the workforce to build and lead a tax practice within a financial advisory firm. She pursued and obtained her CFP® certificate as she wanted more depth in the overall financial planning process. She loves helping people create a financial plan while taking into account their tax situation. 

JoAnn lives in Lenexa, Kansas, which is near Kansas City. In her free time, she loves to spend time with her family and friends, watch college basketball, read, and spend time in nature.

Contact: Shawn Tydlaska | Phone: 650-636-7526

340 Lorton Ave, Suite 216, Burlingame, CA 94010

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© 2026 Tessara Wealth, All rights reserved

Contact: Shawn Tydlaska | Phone: 650-636-7526

340 Lorton Ave, Suite 216, Burlingame, CA 94010

Subscribe here to get personal finance tips delivered straight to your inbox.

© 2026 Tessara Wealth, All rights reserved

Contact: Shawn Tydlaska | Phone: 650-636-7526

340 Lorton Ave, Suite 216, Burlingame, CA 94010

Subscribe here to get personal finance tips delivered straight to your inbox.

© 2026 Tessara Wealth, All rights reserved