Mueller Financial Services, Inc., the financial planning, investment advisory and insurance solutions division of CPA and Management Consulting firm Mueller, today announced that Financial Advisor Brent Kalka has been promoted to Partner and Vice President of the firm, effective immediately.
Kalka, 42, who joined the firm in 2004 and has nearly 20 years of financial services industry experience, leads the firm's Retirement Plan Services segment, which focuses on a consultative approach to helping business owners and Trustees manage a successful retirement plan. Kalka is also the developer of the proprietary LifeStyle Planner tool, which helps clients make more informed decisions about the accumulation and distribution of their wealth related to retirement income planning. He takes a client focused, planning orientated and process driven approach to delivering financial and strategic, actionable solutions to the clients of Mueller.
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"Brent has been instrumental in the success and growth of our company and we're delighted to recognize his achievements with this promotion," said Craig Tower, president of Mueller Financial Services, Inc. "His innovative approach to developing financial planning tools like the LifeStyle Planner and unique processes built to serve our clients well in helping them meet their fiduciary responsibilities have contributed greatly to our portfolio of services to clients."
Kalka, a graduate of Northern Illinois University with a degree in finance, is a Certified Financial Planner, an Accredited Investment Fiduciary and a Certified Fund Specialist.
He and his wife Denise and two boys reside in Arlington Heights.
Mueller & Co., LLP is a certified public accounting and management consulting firm located in the Chicago metropolitan area. Since 1968 the firm has provided accounting, tax, assurance, and management consulting services to privately held and publicly traded companies, local governments, and nonprofit organizations within a wide variety of industries. An affiliated company, Mueller Financial Services Inc. provides comprehensive financial planning, business planning services, investment advisory services, and insurance-based solutions since being organized and incorporated in 1991 by the partners of Mueller.