Jeff has over 20 years of experience in the areas of assurance, corporate governance, accounting, tax, audit, and business consulting. His effective problem solving, leadership, and communication skills strengthen his ability to perform, review, and supervise client engagements. He takes a very client-centric approach when advising individuals or owners of closely held family businesses ranging in size from start-ups to large private companies.
His areas of focus are in the manufacturing, construction, non- profit, technology, healthcare, and financial institution arenas.
Jeff also is the partner-in-charge of the Firm’s Employee Benefit Services Group. His areas of expertise include defined contribution employee benefit plan audits as well as regulatory and tax compliance. This experience is supported by a solid understanding of ERISA, DOL, and IRS requirements. He works closely with the Firm’s representative of the Employee Benefit Audit Quality Center to ensure a quality and efficient audit approach.
Additionally, as President of Mueller Financial Services, Inc., a wealth management and financial advisory firm, he provides strategic and operational support to the Firm’s team. Jeff engages Advisors to assist his clients on a referral basis and does not provide brokerage or advisory services directly.
Education & Certifications
- B.S., Agriculture, University of Illinois, Urbana-Champaign, 1995
- Licensed Certified Public Accountant, State of Illinois, 1999
Professional & Civic Organizations
- American Institute of Certified Public Accountants (AICPA)
- Illinois CPA Society (ICPAS)
- University of Illinois Alumni Association
- Holy Trinity High School Advisory Council, Member