Mueller Financial Services, Inc. — a CPA, management consulting and financial services firm headquartered in Elgin — recently announced that Northern Illinois University alumnus Brent Kalka has been promoted to partner and vice president of the firm.
Kalka, 42, who joined Mueller 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.
“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 NIU’s Finance program, is a Certified Financial Planner, an Accredited Investment Fiduciary and a Certified Fund Specialist.