Experience
Rick has over 27 years experience assisting clients in the areas of auditing, accounting, and business consulting. The majority of his experience is with middle market clients in a variety of industries including manufacturing, distribution, construction, professional services and not-for-profit organizations.
Rick is highly experienced in auditing Employee Benefit Plans ensuring that they are completed on a timely basis. As Partner, Rick provides ongoing assistance to management as well as overseeing engagement planning, fieldwork and financial statement preparation. In addition he serves as a business adviser to clients and has performed various financial consulting projects.
Rick’s audit experience includes identification and assessment of risks, providing suggestions to strengthen client’s internal controls and being a trusted adviser by providing feedback related to the financial and tax impact of future decisions.
Education & certifications
- B.S., Accounting, University of Illinois,Chicago, 1991
- Licensed Certified Public Accountant, Illinois, 1995
- Series 7 Exam, 2016
- Series 66 Exam, 2017
Professional & Civic Organizations
- American Institute of Certified Public Accountants (AICPA)
- Illinois CPA Society (ICPAS)
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a Registered Investment Adviser. Mueller Financial Services, Inc. and IFP are separate entities from LPL Financial.
