Dwain K. Tataryn, CPA, CFP®
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Chief Executive Officer
Office:
847-649-8810 
Dwain serves as a member of the Firm's Executive Committee and is the President of Mueller Financial Services, Inc. He offers a client-centered approach to wealth management, which is sophisticated, but underpinned by down-to-earth commonsense. He brings over 35 years of experience and knowledge from different facets of the financial services industry to each client relationship. When asked what he most enjoys about his work Dwain replied, "It is extremely rewarding to help individuals and families achieve their dreams. I have many clients who are currently enjoying a secure retirement. I am glad to have played a major role in making that happen."
Education:
- B.S., Accounting, University of Illinois, Chicago, 1970
- Licensed Certified Public Accountant, Illinois, 1974
- CERTIFIED FINANCIAL PLANNER™, 1986
- Registered Representative with 1st Global Capital Corp., 1997
- Series 65 licensed, 1992
- Series 63 licensed, 1997
- Series 7 licensed, 1997
- Licensed to sell Life, Accident, and Health insurance, 2000
- Licensed Variable Life contracts, 2000
Publications:
- Appeared as a financial expert on Fox Business News in 2008 and 2009
- Co-authored "Guide to Personal Financial Planning”- Practitioners Publishing Company
- “Demystifying Tax Returns to Uncover Assets and Tax Flow”-Kane County Bar Briefs 2005
- “Estate and Tax Planning Using Charitable Remainder Trusts”-Kane County Bar Briefs 2006
Professional, Civic and Charitable Organizations :
- American Institute of Certified Public Accountants (AICPA)
- Illinois CPA Society (ICPAS)
- The Financial Planning Association (FPA)
- Elgin Breakfast Rotary, past president