Appointment Strengthens Leadership and Expands Commitment to Clients Across the North Shore Region
MEQUON, WIS.— Jan. 14, 2025 — Vesta, a CPA-led advisory firm dedicated to helping clients discover and achieve their goals, is proud to announce that Sean Bailey has been named a Shareholder, effective January 1, 2026. Sean currently serves as Vesta’s North Shore Market Leader and Tax Planning Service Line Leader, roles in which he has made a lasting impact on the firm’s clients, culture, and community engagement.
Sean brings a wealth of experience in tax planning, strategy, and client relations to his new position. His career spans both Big 4 and local accounting firms, as well as industry roles, equipping him with a broad and nuanced understanding of complex tax issues. Since joining Vesta in 2021, Sean has distinguished himself by providing innovative tax strategies and personalized guidance that empower businesses to grow, adapt, and thrive.
“I’m truly honored to join the shareholder group at Vesta,” said Bailey. “Since joining the firm I’ve had the privilege of working alongside an incredible team and clients who inspire me every day. This promotion reflects not just my growth, but the collaborative spirit that truly separates our firm. I look forward to continuing that legacy — leading with integrity, deepening relationships, and helping our clients achieve lasting success throughout the communities we serve.”
Sean’s leadership in the North Shore market has been instrumental in expanding Vesta’s presence and strengthening its relationships across Mequon, Thiensville, and surrounding communities. His proactive and insightful approach—grounded in both technical expertise and genuine connection—exemplifies Vesta’s mission to serve clients with innovation, inclusivity, and inspiration.
In addition to his professional accomplishments, Sean is deeply involved in the community, serving as Treasurer for the Milwaukee Tennis & Education Foundation, Secretary of the Thiensville-Mequon Rotary Foundation, and an Ambassador for the Mequon-Thiensville Chamber of Commerce. His commitment to civic engagement reflects the firm’s belief that true success extends beyond financial results to strengthening the communities in which we live and work.
“Elevating Sean to ownership is a deliberate investment in the future of our North Shore market. We see tremendous potential for growth and deeper client impact across Mequon and the surrounding communities, and Sean’s leadership is central to that strategy, “ said CEO, Nathan Volkomener, “This decision reflects our conviction in where we’re headed and our confidence in his ability to help us scale, strengthen relationships, and keep building on the momentum we’ve created across the region.”
With this appointment, Vesta continues to invest in its people and clients, reinforcing its commitment to delivering forward-thinking solutions that help businesses and individuals reach new heights.
About Vesta:
Vesta is a forward-focused accounting, wealth, and advisory firm that helps clients discover and achieve their goals. Through innovative strategies, insightful guidance, and an inclusive approach to client service, Vesta empowers individuals and organizations to thrive. With offices across Wisconsin, Vesta proudly serves diverse clients and communities with integrity, expertise, and inspiration.
Learn more at vesta.cpa
