Lindgren, Callihan, Van Osdol & Co., Ltd.
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Lindgren, Callihan, Van Osdol & Co., Ltd. Employees
Employee
Years
Job
Industry
Brent Bell, MS PFP Brent Bell, MS PFP's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience May 2007 - August 2007
Job Paraplanner at Leonetti & Associates, LLC
Industry Financial Services
Experience
Leonetti & Associates, LLC September 2014 - Present
Savant Capital Management May 2013 - April 2014
Summit Wealth Group June 2012 - August 2012
Best Buy July 2008 - November 2011
marcfirst October 2010 - October 2010
Regional Elite May 2010 - October 2010
Lindgren, Callihan, Van Osdol & Co., Ltd. May 2007 - August 2007
Menards April 2004 - May 2007
Skills
Strategic Financial..., Investments, Financial Advisory, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Critical Thinking, Time Management, Microsoft Word, Public Speaking, Financial Planners, Management, Retirement Planning, Budgets, Money Guide Pro, Morningstar
Education
Texas Tech University 2011 — 2012
M.S., Personal Financial Planning
Illinois State University 2004 — 2009
B.S, Accounting and Finance
Leonetti & Associates, LLC September 2014 - Present
Savant Capital Management May 2013 - April 2014
Summit Wealth Group June 2012 - August 2012
Best Buy July 2008 - November 2011
marcfirst October 2010 - October 2010
Regional Elite May 2010 - October 2010
Lindgren, Callihan, Van Osdol & Co., Ltd. May 2007 - August 2007
Menards April 2004 - May 2007
Skills
Strategic Financial..., Investments, Financial Advisory, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Critical Thinking, Time Management, Microsoft Word, Public Speaking, Financial Planners, Management, Retirement Planning, Budgets, Money Guide Pro, Morningstar
Education
Texas Tech University 2011 — 2012
M.S., Personal Financial Planning
Illinois State University 2004 — 2009
B.S, Accounting and Finance
Scot Dobbs, CPA, MST, CFP® Scot Dobbs, CPA, MST, CFP®'s Lindgren, Callihan, Van Osdol & Co., Ltd. Experience November 2005 - October 2010
Job Senior Tax Manager for Health Care at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP October 2015 - Present
Genesis PURE Corp. October 2012 - Present
Rockford Linked July 2008 - Present
Carr, Riggs & Ingram, LLC November 2014 - October 2015
Wipfli Hewins Investment Advisors January 2011 - November 2014
Wipfli LLP October 2010 - November 2014
Lindgren, Callihan, Van Osdol & Co., Ltd. November 2005 - October 2010
Professional Business Management, Inc. September 2005 - October 2005
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - April 2005
MetLife April 2002 - December 2004
Skills
Retirement Planning, Risk Management, Social Media, Small Business, Tax Research, Corporate Tax, Leadership, Estate Tax Planning, Accounting, Public Speaking, Budgets, Business Planning, Entrepreneurship, LinkedIn, Networking, Teaching, Tax Planning, Financial Planning, Cash Flow Forecasting, Compensation & Benefit, Sales, Mentoring, Tax Compliance, S Corporations, Partnership Taxation, Taxation of Trusts, Multi-state tax returns, IRS problem resolution, Tax Audit Representation, Business Entity..., Setting up new..., Personal Budgeting, Meeting Planning, Twitter, Media, Word, Excel, Tax, Finance, Management, Financial Analysis, Strategic Financial..., Financial Planners, Financial Services, Retirement, Tax Returns, Insurance, Income Tax, CPA, Microsoft Excel
Education
Northern Illinois University 2011 — 2014
Master of Science (M.S.), Taxation
College for Financial Planning 1999 — 2005
CFP Certification
Southern Illinois University, Carbondale 1993 — 1995
BS, Accounting
Rock Valley College 1991 — 1993
AA, Business
Wipfli LLP October 2015 - Present
Genesis PURE Corp. October 2012 - Present
Rockford Linked July 2008 - Present
Carr, Riggs & Ingram, LLC November 2014 - October 2015
Wipfli Hewins Investment Advisors January 2011 - November 2014
Wipfli LLP October 2010 - November 2014
Lindgren, Callihan, Van Osdol & Co., Ltd. November 2005 - October 2010
Professional Business Management, Inc. September 2005 - October 2005
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - April 2005
MetLife April 2002 - December 2004
Skills
Retirement Planning, Risk Management, Social Media, Small Business, Tax Research, Corporate Tax, Leadership, Estate Tax Planning, Accounting, Public Speaking, Budgets, Business Planning, Entrepreneurship, LinkedIn, Networking, Teaching, Tax Planning, Financial Planning, Cash Flow Forecasting, Compensation & Benefit, Sales, Mentoring, Tax Compliance, S Corporations, Partnership Taxation, Taxation of Trusts, Multi-state tax returns, IRS problem resolution, Tax Audit Representation, Business Entity..., Setting up new..., Personal Budgeting, Meeting Planning, Twitter, Media, Word, Excel, Tax, Finance, Management, Financial Analysis, Strategic Financial..., Financial Planners, Financial Services, Retirement, Tax Returns, Insurance, Income Tax, CPA, Microsoft Excel
Education
Northern Illinois University 2011 — 2014
Master of Science (M.S.), Taxation
College for Financial Planning 1999 — 2005
CFP Certification
Southern Illinois University, Carbondale 1993 — 1995
BS, Accounting
Rock Valley College 1991 — 1993
AA, Business
Ann Rudolph's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience May 2007 - October 2010
Job Specialist I at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP July 2013 - Present
Wipfli LLP May 2007 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. May 2007 - October 2010
Skills
Tax Preparation, Tax Accounting, Accounting, QuickBooks, Tax Returns, Financial Statements, GAAP, Tax, Auditing, Income Tax, Accounts Payable, Corporate Tax, Financial Reporting, Bookkeeping, Tax Research
Education
Rock Valley College
Wipfli LLP July 2013 - Present
Wipfli LLP May 2007 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. May 2007 - October 2010
Skills
Tax Preparation, Tax Accounting, Accounting, QuickBooks, Tax Returns, Financial Statements, GAAP, Tax, Auditing, Income Tax, Accounts Payable, Corporate Tax, Financial Reporting, Bookkeeping, Tax Research
Education
Rock Valley College
Tara Dabek Tara Dabek's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience January 2005 - May 2010
Job Senior Manager at Charles Schwab
Industry Banking
Experience
Charles Schwab June 2015 - Present
Discover Financial Services February 2013 - May 2015
Association of Certified Anti-Money Laundering Specialists July 2008 - June 2014
BMO Harris July 2012 - February 2013
Citizens First National Bank May 2010 - July 2012
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - May 2010
Skills
Reliable, Strong work ethic, Loyal, Excellent..., Accepts supervision well, Effectively supervises..., Works well as a team..., Ambitious, Outgoing, Hardworking, Good with people, Extremely knowledgeable..., Proficient in Microsoft..., Bank Secrecy Act, AML, ACH, Microsoft Excel, USA PATRIOT Act, OFAC
Education
Northern Illinois University - College of Business 2002 — 2004
Bachelor of Science (BS), Accounting
Illinois Valley Community College 2000 — 2002
Associate of Science (A.S.)
Charles Schwab June 2015 - Present
Discover Financial Services February 2013 - May 2015
Association of Certified Anti-Money Laundering Specialists July 2008 - June 2014
BMO Harris July 2012 - February 2013
Citizens First National Bank May 2010 - July 2012
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - May 2010
Skills
Reliable, Strong work ethic, Loyal, Excellent..., Accepts supervision well, Effectively supervises..., Works well as a team..., Ambitious, Outgoing, Hardworking, Good with people, Extremely knowledgeable..., Proficient in Microsoft..., Bank Secrecy Act, AML, ACH, Microsoft Excel, USA PATRIOT Act, OFAC
Education
Northern Illinois University - College of Business 2002 — 2004
Bachelor of Science (BS), Accounting
Illinois Valley Community College 2000 — 2002
Associate of Science (A.S.)
Chris Bonnell Chris Bonnell's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience September 2001 - July 2006
Job Director of Accounting Technology at Helm Group
Industry Construction
Experience
Helm Group April 2015 - Present
Helm Group December 2009 - Present
McGladrey July 2006 - December 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. September 2001 - July 2006
Skills
GAAP, General Ledger, Internal Controls, Cost Accounting, Fixed Assets, US GAAP, Financial Reporting, Financial Statements, CPA, Sarbanes-Oxley Act, SEC filings, Variance Analysis, Revenue Recognition, Accounting, Consolidation, Certified Fraud Examiner
Education
Northern Illinois University 1998 — 2000
Bachelor's Degree, Accounting
Sauk Valley Community College 1996 — 2000
Associate's Degree, Accounting
Helm Group April 2015 - Present
Helm Group December 2009 - Present
McGladrey July 2006 - December 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. September 2001 - July 2006
Skills
GAAP, General Ledger, Internal Controls, Cost Accounting, Fixed Assets, US GAAP, Financial Reporting, Financial Statements, CPA, Sarbanes-Oxley Act, SEC filings, Variance Analysis, Revenue Recognition, Accounting, Consolidation, Certified Fraud Examiner
Education
Northern Illinois University 1998 — 2000
Bachelor's Degree, Accounting
Sauk Valley Community College 1996 — 2000
Associate's Degree, Accounting
Lareen Bittourna Lareen Bittourna's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience September 2004 - May 2008
Job Administrative Specialist 1, BMO Private Bank
Industry Investment Banking
Experience
BMO Harris Private Banking March 2014 - Present
BMO Capital Markets May 2009 - February 2014
The Larko Group May 2008 - May 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. September 2004 - May 2008
Duke Energy Corporation July 2000 - December 2003
JLL August 1998 - May 1999
Skills
Microsoft Office, Event Planning, Office Management, Budgets, Outlook, Newsletters, Human Resources, Customer Service, Microsoft Excel, Editing, Leadership, PowerPoint, Accounting, Marketing, Project Planning, Time Management, Heavy Calendaring
Education
City Colleges of Chicago-Harry S Truman College 1988 — 1994
Associate of Arts and Sciences (AAS), Mid-Management, 3.1
Sterling School of Beauty 1982 — 1984
State Licensed Cosmetologist, Cosmetology/Cosmetologist, General
BMO Harris Private Banking March 2014 - Present
BMO Capital Markets May 2009 - February 2014
The Larko Group May 2008 - May 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. September 2004 - May 2008
Duke Energy Corporation July 2000 - December 2003
JLL August 1998 - May 1999
Skills
Microsoft Office, Event Planning, Office Management, Budgets, Outlook, Newsletters, Human Resources, Customer Service, Microsoft Excel, Editing, Leadership, PowerPoint, Accounting, Marketing, Project Planning, Time Management, Heavy Calendaring
Education
City Colleges of Chicago-Harry S Truman College 1988 — 1994
Associate of Arts and Sciences (AAS), Mid-Management, 3.1
Sterling School of Beauty 1982 — 1984
State Licensed Cosmetologist, Cosmetology/Cosmetologist, General
David Paczak David Paczak's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience October 2005 - March 2011
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. October 2005 - March 2011
BDO Seidman, LLP 1992 - 2004
Skills
Tax Preparation, Tax, Income Tax, Tax Accounting, Corporate Tax, Accounting, Tax Returns, CPA, Partnership Taxation, S Corporations, Tax Research
Education
DePaul University 1986 — 1989
MS, Taxation
Northern Illinois University 1978 — 1982
BS, Accountancy
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. October 2005 - March 2011
BDO Seidman, LLP 1992 - 2004
Skills
Tax Preparation, Tax, Income Tax, Tax Accounting, Corporate Tax, Accounting, Tax Returns, CPA, Partnership Taxation, S Corporations, Tax Research
Education
DePaul University 1986 — 1989
MS, Taxation
Northern Illinois University 1978 — 1982
BS, Accountancy
Lisa (Roche) Berlage, MBA, CFP® Lisa (Roche) Berlage, MBA, CFP®'s Lindgren, Callihan, Van Osdol & Co., Ltd. Experience August 2003 - October 2010
Job Senior Wealth Advisor at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Hewins Financial Wipfli Hewins April 2013 - July 2014
Wipfli Hewins Investment Advisors October 2010 - April 2013
Lindgren, Callihan, Van Osdol & Co., Ltd. August 2003 - October 2010
Little People's Place May 2002 - August 2003
Belvidere National Bank & Trust Co. January 1999 - May 2002
Skills
Comprehensive Wealth..., Financial Planning, Cash Flow Management, Scenario Planning, Wealth Management, Financial Advisory, Mutual Funds, Investment Management, Investment Strategies, Financial Planners, Finance, Personal Finance, CRM, Retirement Planning, Asset Allocation, Investment Advisory, Asset Management, Estate Planning, Tax, Investments, Access, Retirement, Financial Analysis, Risk Management
Education
Rockford University 1998 — 2001
MBA
Northern Illinois University 1990 — 1995
BGS
The American College
CFP Certification Curriculum
Vanguard July 2014 - Present
Hewins Financial Wipfli Hewins April 2013 - July 2014
Wipfli Hewins Investment Advisors October 2010 - April 2013
Lindgren, Callihan, Van Osdol & Co., Ltd. August 2003 - October 2010
Little People's Place May 2002 - August 2003
Belvidere National Bank & Trust Co. January 1999 - May 2002
Skills
Comprehensive Wealth..., Financial Planning, Cash Flow Management, Scenario Planning, Wealth Management, Financial Advisory, Mutual Funds, Investment Management, Investment Strategies, Financial Planners, Finance, Personal Finance, CRM, Retirement Planning, Asset Allocation, Investment Advisory, Asset Management, Estate Planning, Tax, Investments, Access, Retirement, Financial Analysis, Risk Management
Education
Rockford University 1998 — 2001
MBA
Northern Illinois University 1990 — 1995
BGS
The American College
CFP Certification Curriculum
Audra Moncur, CPA/ABV's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience January 2007 - September 2010
Job Experienced business valuation expert
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2007 - September 2010
Lindstrom Sorenson & Associates November 2000 - October 2006
AMCORE Bank November 1993 - November 2000
Skills
Business Valuation, Income Tax, Tax Returns, Estate Planning, Tax Accounting, Accounting, CPA, Trusts, Tax Preparation, Tax Research, Tax, Corporate Tax, S Corporations, Partnership Taxation
Education
Brigham Young University
Bachelors, Accounting
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2007 - September 2010
Lindstrom Sorenson & Associates November 2000 - October 2006
AMCORE Bank November 1993 - November 2000
Skills
Business Valuation, Income Tax, Tax Returns, Estate Planning, Tax Accounting, Accounting, CPA, Trusts, Tax Preparation, Tax Research, Tax, Corporate Tax, S Corporations, Partnership Taxation
Education
Brigham Young University
Bachelors, Accounting
Richard J Wells, CPA Richard J Wells, CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience September 1980 - October 2010
Job Partner at Wipfli, LLP
Industry Accounting
Experience
Wipfli, LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. September 1980 - October 2010
Skills
Accounting, Auditing, Corporate Tax, Nonprofits, Income Tax, Tax
Education
Illinois State University 1977 — 1980
Bachelors, Accounting
Wipfli, LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. September 1980 - October 2010
Skills
Accounting, Auditing, Corporate Tax, Nonprofits, Income Tax, Tax
Education
Illinois State University 1977 — 1980
Bachelors, Accounting
Tim Tedrick, CRCM CRP's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience August 1984 - December 2010
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. August 1984 - December 2010
First National Bank of Winnebago January 1973 - August 1984
Skills
Internal Controls, Internal Audit, Auditing, Financial Analysis, Financial Institutions, Risk Management, Banking, Training, Accounting, Financial Reporting, Financial Risk, Enterprise Risk..., Management, Loans, Risk Assessment, Finance, Financial Services, Sarbanes-Oxley Act, Due Diligence, Credit Analysis
Education
Knox College 1973 — 1974
None, German
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. August 1984 - December 2010
First National Bank of Winnebago January 1973 - August 1984
Skills
Internal Controls, Internal Audit, Auditing, Financial Analysis, Financial Institutions, Risk Management, Banking, Training, Accounting, Financial Reporting, Financial Risk, Enterprise Risk..., Management, Loans, Risk Assessment, Finance, Financial Services, Sarbanes-Oxley Act, Due Diligence, Credit Analysis
Education
Knox College 1973 — 1974
None, German
Toby Handel, CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience February 2004 - October 2010
Job Senior Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP November 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. February 2004 - October 2010
Honeywell May 2003 - February 2004
Honeywell May 2002 - April 2003
Honeywell May 2000 - April 2002
Honeywell May 1997 - April 2000
US Army February 1989 - January 1993
Skills
Accounting, Auditing, Internal Controls, GAAP, CPA, Financial Reporting, Financial Accounting, US GAAP, Financial Analysis, Internal Audit, External Audit, Corporate Tax, Variance Analysis, Tax, Account Reconciliation, Financial Audits, Finance, General Ledger, Analysis, Financial Statements, Budgets, Leadership, Management
Education
Northern Illinois University - College of Business 1995 — 1997
Bachelor of Science (BS), Accounting
Sauk Valley Community College 1993 — 1995
Associate of Science (AS), Accounting
Wipfli LLP November 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. February 2004 - October 2010
Honeywell May 2003 - February 2004
Honeywell May 2002 - April 2003
Honeywell May 2000 - April 2002
Honeywell May 1997 - April 2000
US Army February 1989 - January 1993
Skills
Accounting, Auditing, Internal Controls, GAAP, CPA, Financial Reporting, Financial Accounting, US GAAP, Financial Analysis, Internal Audit, External Audit, Corporate Tax, Variance Analysis, Tax, Account Reconciliation, Financial Audits, Finance, General Ledger, Analysis, Financial Statements, Budgets, Leadership, Management
Education
Northern Illinois University - College of Business 1995 — 1997
Bachelor of Science (BS), Accounting
Sauk Valley Community College 1993 — 1995
Associate of Science (AS), Accounting
Robin Guthridge's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience June 2010 - October 2010
Job CAMS, Manager, Compliance at Wipfli LLP
Industry Banking
Experience
Wipfli LLP February 2012 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2010 - October 2010
Inland Bank and Trust February 2009 - June 2010
Westchester Chamber of Commerce 2009 - 2010
National Bank of Commerce 2004 - 2009
National City Bank 2000 - 2004
Harris Bank 1995 - 2000
Skills
Compliance, Accounting, Strategic Planning, Financial Analysis, Risk Management, Retail Banking, Small Business, Due Diligence, Portfolio Management, Mergers & Acquisitions, Loans, Financial Reporting, Commercial Banking, Bank Secrecy Act, Commercial Lending, Credit, Finance, Credit Analysis, Auditing, Internal Audit, Financial Institutions, Banking, Management, Cash Management, Mortgage Lending, Business Development, Financial Risk, Financial Services, Enterprise Risk..., Strategic Financial..., Investments
Education
University of Louisville 1985 — 1987
BA, Communication
Eastern Kentucky University 1982 — 1985
BA, Communication
Wipfli LLP February 2012 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2010 - October 2010
Inland Bank and Trust February 2009 - June 2010
Westchester Chamber of Commerce 2009 - 2010
National Bank of Commerce 2004 - 2009
National City Bank 2000 - 2004
Harris Bank 1995 - 2000
Skills
Compliance, Accounting, Strategic Planning, Financial Analysis, Risk Management, Retail Banking, Small Business, Due Diligence, Portfolio Management, Mergers & Acquisitions, Loans, Financial Reporting, Commercial Banking, Bank Secrecy Act, Commercial Lending, Credit, Finance, Credit Analysis, Auditing, Internal Audit, Financial Institutions, Banking, Management, Cash Management, Mortgage Lending, Business Development, Financial Risk, Financial Services, Enterprise Risk..., Strategic Financial..., Investments
Education
University of Louisville 1985 — 1987
BA, Communication
Eastern Kentucky University 1982 — 1985
BA, Communication
Matthew Schueler, CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience November 1998 - September 2010
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP June 2014 - Present
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. November 1998 - September 2010
Arthur Andersen September 1997 - November 1998
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, GAAP, Tax, CPA, Cost Accounting, Tax Accounting, Financial Statements, Tax Research, Forensic Accounting, Financial Accounting, Financial Analysis, Tax Preparation, Corporate Tax, Income Tax, US GAAP, QuickBooks, Partnership Taxation, Finance, Management
Education
Northern Illinois University 1995 — 1997
Bachelor of Science (B.S.), Accounting
Northern Illinois University - College of Business 1995 — 1997
BS, Accountancy
Sauk Valley College 1993 — 1995
AS, Accounting
Sauk Valley Community College 1993 — 1995
Associate of Science (A.S.), Accounting
Rock Falls High School 1989 — 1993
Wipfli LLP June 2014 - Present
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. November 1998 - September 2010
Arthur Andersen September 1997 - November 1998
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, GAAP, Tax, CPA, Cost Accounting, Tax Accounting, Financial Statements, Tax Research, Forensic Accounting, Financial Accounting, Financial Analysis, Tax Preparation, Corporate Tax, Income Tax, US GAAP, QuickBooks, Partnership Taxation, Finance, Management
Education
Northern Illinois University 1995 — 1997
Bachelor of Science (B.S.), Accounting
Northern Illinois University - College of Business 1995 — 1997
BS, Accountancy
Sauk Valley College 1993 — 1995
AS, Accounting
Sauk Valley Community College 1993 — 1995
Associate of Science (A.S.), Accounting
Rock Falls High School 1989 — 1993
Scot Roche, J.D., CPA, PFS Scot Roche, J.D., CPA, PFS's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience August 2002 - October 2010
Job Principal / Regional Director, Wipfli Hewins Investment Advisors
Industry Investment Management
Experience
Wipfli Hewins Investment Advisors November 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. August 2002 - October 2010
Education
Marquette University Law School 1996 — 1999
Juris Doctorate, Law
Grand View University
BA, Accounting
Wipfli Hewins Investment Advisors November 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. August 2002 - October 2010
Education
Marquette University Law School 1996 — 1999
Juris Doctorate, Law
Grand View University
BA, Accounting
Brian Sohn, CPA, CFP® Brian Sohn, CPA, CFP®'s Lindgren, Callihan, Van Osdol & Co., Ltd. Experience June 2004 - April 2006
Job Partner/CPA/CFP® at Erpelding Voigt & Co., LLP
Industry Accounting
Experience
Erpelding Voigt & Co., LLP January 2007 - Present
Hydrogen Engine Center, Inc. May 2006 - December 2006
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2004 - April 2006
Skills
Tax, Income Tax, Financial Reporting, Accounting, Small Business, Strategic Financial..., Finance, Estate Planning, CPA, QuickBooks, Management Consulting, Strategic Planning, Financial Accounting, Corporate Tax, Bookkeeping, Financial Statements, Financial Analysis, Financial Planning
Education
Buena Vista University 2000 — 2004
Accounting/Finance & Banking, Accounting, Finance, Economics
Erpelding Voigt & Co., LLP January 2007 - Present
Hydrogen Engine Center, Inc. May 2006 - December 2006
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2004 - April 2006
Skills
Tax, Income Tax, Financial Reporting, Accounting, Small Business, Strategic Financial..., Finance, Estate Planning, CPA, QuickBooks, Management Consulting, Strategic Planning, Financial Accounting, Corporate Tax, Bookkeeping, Financial Statements, Financial Analysis, Financial Planning
Education
Buena Vista University 2000 — 2004
Accounting/Finance & Banking, Accounting, Finance, Economics
Kimberly Plummer, CPA Kimberly Plummer, CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience January 2008 - January 2011
Job AVP, Accounting Manager at Sauk Valley Bank
Industry Accounting
Experience
Sauk Valley Bank September 2014 - Present
Sauk Valley Community College August 2012 - Present
Sauk Valley Bank August 2013 - September 2014
Wipfli LLP January 2011 - July 2013
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2008 - January 2011
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - January 2008
Sauk Valley Bank & Trust July 2000 - January 2005
AMCORE Bank April 2000 - July 2000
Skills
Auditing, Tax, Accounting, Income Tax, GAAP, Internal Controls, Financial Accounting, Financial Statements, Financial Reporting, US GAAP, General Ledger, Tax Preparation, Fixed Assets, Tax Returns, Tax Accounting, Tax Research, QuickBooks, Account Reconciliation, Financial Audits, CPA, Financial Analysis, Bookkeeping, Banking, Credit
Education
University of Phoenix 2009 — 2011
MSA, Accounting
University of Phoenix 2004 — 2007
Bachelors, Accounting
Sauk Valley Community College 2000 — 2005
Business Associate, Science Degree
Sauk Valley Community College 2000 — 2004
Associates, Business/Accounting
Sauk Valley Bank September 2014 - Present
Sauk Valley Community College August 2012 - Present
Sauk Valley Bank August 2013 - September 2014
Wipfli LLP January 2011 - July 2013
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2008 - January 2011
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - January 2008
Sauk Valley Bank & Trust July 2000 - January 2005
AMCORE Bank April 2000 - July 2000
Skills
Auditing, Tax, Accounting, Income Tax, GAAP, Internal Controls, Financial Accounting, Financial Statements, Financial Reporting, US GAAP, General Ledger, Tax Preparation, Fixed Assets, Tax Returns, Tax Accounting, Tax Research, QuickBooks, Account Reconciliation, Financial Audits, CPA, Financial Analysis, Bookkeeping, Banking, Credit
Education
University of Phoenix 2009 — 2011
MSA, Accounting
University of Phoenix 2004 — 2007
Bachelors, Accounting
Sauk Valley Community College 2000 — 2005
Business Associate, Science Degree
Sauk Valley Community College 2000 — 2004
Associates, Business/Accounting
Craig Gugliemetti, CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience September 1989 - September 2010
Job Senior Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. September 1989 - September 2010
Skills
Financial Institutions, Accounting, Non-profits, Auditing, Financial Reporting, Internal Controls, Income Tax, Tax, Nonprofits, Mergers & Acquisitions, CPA, Small Business, GAAP, Mergers, Financial Accounting, Management, Finance, Financial Analysis, Banking
Education
Northern Illinois University 1986 — 1988
Bachelor of Science, Accountancy
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. September 1989 - September 2010
Skills
Financial Institutions, Accounting, Non-profits, Auditing, Financial Reporting, Internal Controls, Income Tax, Tax, Nonprofits, Mergers & Acquisitions, CPA, Small Business, GAAP, Mergers, Financial Accounting, Management, Finance, Financial Analysis, Banking
Education
Northern Illinois University 1986 — 1988
Bachelor of Science, Accountancy
Jerry Funk Jerry Funk's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience July 1990 - Present
Job senior manager at Wipfli LLP
Industry Accounting
Experience
Lindgren, Callihan, Van Osdol & Co., Ltd. July 1990 - Present
Wipfli LLP July 1990 - Present
Clifton Gunderson LLP July 1989 - July 1990
Education
Illinois Wesleyan University 1985 — 1989
bachelors of science, accounting
Lindgren, Callihan, Van Osdol & Co., Ltd. July 1990 - Present
Wipfli LLP July 1990 - Present
Clifton Gunderson LLP July 1989 - July 1990
Education
Illinois Wesleyan University 1985 — 1989
bachelors of science, accounting
Neal Richardson Neal Richardson's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience May 1982 - Present
Job Partner, Wipfli LLP
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. May 1982 - Present
Skills
Forensic Accounting, Business Valuation, Tax Preparation, Expert Witness, Accounting, Income Tax, Internal Controls, CPA, Financial Accounting, Auditing, GAAP, Tax Advisory, Tax, Tax Accounting, Corporate Tax
Education
Buena Vista University 1980 — 1982
BA, Accounting
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. May 1982 - Present
Skills
Forensic Accounting, Business Valuation, Tax Preparation, Expert Witness, Accounting, Income Tax, Internal Controls, CPA, Financial Accounting, Auditing, GAAP, Tax Advisory, Tax, Tax Accounting, Corporate Tax
Education
Buena Vista University 1980 — 1982
BA, Accounting
Rachael Graves Rachael Graves's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience June 2007 - October 2010
Job Sr. Accountant at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2007 - October 2010
Skills
Strategic Financial..., Accounting, GAAP, Tax Preparation, Income Tax, Fixed Assets, Tax Accounting, Tax Returns, Financial Statements, General Ledger, Internal Controls, Tax, US GAAP, Auditing
Education
Northern Illinois University 2005 — 2007
Bachelor of Schience, Accounting
Highland Community College 2003 — 2005
Associate of Science (A.S.), Business
Aquin Catholic High School 1999 — 2003
High School Diploma
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2007 - October 2010
Skills
Strategic Financial..., Accounting, GAAP, Tax Preparation, Income Tax, Fixed Assets, Tax Accounting, Tax Returns, Financial Statements, General Ledger, Internal Controls, Tax, US GAAP, Auditing
Education
Northern Illinois University 2005 — 2007
Bachelor of Schience, Accounting
Highland Community College 2003 — 2005
Associate of Science (A.S.), Business
Aquin Catholic High School 1999 — 2003
High School Diploma
Melissa Ikens's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience October 2002 - July 2007
Job Financial Analyst II
Industry Accounting
Experience
Nestlé USA April 2015 - Present
Pella Corporation May 2014 - April 2015
Apollo Group May 2008 - April 2014
Apollo Group 2008 - August 2012
University of Phoenix May 2008 - May 2012
Honeywell Aerospace September 2007 - May 2008
Lindgren, Callihan, Van Osdol & Co., Ltd. October 2002 - July 2007
Skills
Financial Analysis, Financial Reporting, Hyperion Enterprise, PeopleSoft, Forecasting, Variance Analysis, Accounting, Sarbanes-Oxley Act, Finance, GAAP, Capital Budgeting, Sarbanes-Oxley, Budgets, Financial Statements, Corporate Finance, Analysis, Account Reconciliation, General Ledger
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Accounting
Nestlé USA April 2015 - Present
Pella Corporation May 2014 - April 2015
Apollo Group May 2008 - April 2014
Apollo Group 2008 - August 2012
University of Phoenix May 2008 - May 2012
Honeywell Aerospace September 2007 - May 2008
Lindgren, Callihan, Van Osdol & Co., Ltd. October 2002 - July 2007
Skills
Financial Analysis, Financial Reporting, Hyperion Enterprise, PeopleSoft, Forecasting, Variance Analysis, Accounting, Sarbanes-Oxley Act, Finance, GAAP, Capital Budgeting, Sarbanes-Oxley, Budgets, Financial Statements, Corporate Finance, Analysis, Account Reconciliation, General Ledger
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Accounting
Kurt Norman's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience June 2010 - September 2010
Job Chief Operations Officer
Industry Banking
Experience
Commercial Bank August 2011 - Present
United States Postal Service April 2010 - July 2011
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2010 - September 2010
O'Leary's Pub on the Square, Inc. December 2006 - December 2009
Cardunal Savings Bank November 1999 - November 2006
LaSalle Bank May 1999 - November 1999
Skills
Budgets, Marketing, Sales Management, Human Resources, Loans, Retail, Project Planning, Investments, Financial Services, Payroll
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
Professional Degree, Banking/Business/Economics
Elgin Community College 1988 — 1990
Business Administration and Management, General
Western Illinois University 1986 — 1988
Business Administration and Management, General
Commercial Bank August 2011 - Present
United States Postal Service April 2010 - July 2011
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2010 - September 2010
O'Leary's Pub on the Square, Inc. December 2006 - December 2009
Cardunal Savings Bank November 1999 - November 2006
LaSalle Bank May 1999 - November 1999
Skills
Budgets, Marketing, Sales Management, Human Resources, Loans, Retail, Project Planning, Investments, Financial Services, Payroll
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
Professional Degree, Banking/Business/Economics
Elgin Community College 1988 — 1990
Business Administration and Management, General
Western Illinois University 1986 — 1988
Business Administration and Management, General
Andrew McCarter CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience June 2008 - October 2010
Job Senior Associate at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2008 - October 2010
Skills
Auditing
Education
Augustana College 2004 — 2008
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2008 - October 2010
Skills
Auditing
Education
Augustana College 2004 — 2008
Cathy Funk, CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience June 1999 - December 2005
Job Director at Mueller & Co., LLP
Industry Accounting
Experience
Mueller & Co., LLP December 2006 - Present
Sikich December 2005 - December 2006
Lindgren, Callihan, Van Osdol & Co., Ltd. June 1999 - December 2005
Skills
Tax, Tax Preparation, CPA, Tax Research, Business Planning, Income Tax, Accounting, Auditing
Education
Cardinal Stritch University
Bachelors of Science, Business Administration
Mueller & Co., LLP December 2006 - Present
Sikich December 2005 - December 2006
Lindgren, Callihan, Van Osdol & Co., Ltd. June 1999 - December 2005
Skills
Tax, Tax Preparation, CPA, Tax Research, Business Planning, Income Tax, Accounting, Auditing
Education
Cardinal Stritch University
Bachelors of Science, Business Administration
DavId Lindgren, CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience February 1984 - October 2010
Job Partner at Wipfli, LLP
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. February 1984 - October 2010
Skills
Auditing, Accounting
Education
Rockford University 1979 — 1983
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. February 1984 - October 2010
Skills
Auditing, Accounting
Education
Rockford University 1979 — 1983
Cat Rybarczyk's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience January 2009 - April 2009
Job Risk Assurance Manager
Industry Management Consulting
Experience
PricewaterhouseCoopers January 2010 - Present
PricewaterhouseCoopers January 2010 - Present
AMCORE Bank June 2006 - September 2010
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2009 - April 2009
H&R Block January 2006 - April 2008
Mesaba Airlines March 2003 - March 2006
Skills
CPA, Financial Reporting, Accounting, Auditing, GAAP, Financial Analysis, Financial Statements, QuickBooks, General Ledger, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Cash Flow, Fixed Assets, Accounts Payable, Account Reconciliation
Education
Northern Illinois University - College of Business 2007 — 2010
Master's Degree, Accountancy
Rock Valley College 2006 — 2007
Associate's Degree, Business/Commerce, General
PricewaterhouseCoopers January 2010 - Present
PricewaterhouseCoopers January 2010 - Present
AMCORE Bank June 2006 - September 2010
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2009 - April 2009
H&R Block January 2006 - April 2008
Mesaba Airlines March 2003 - March 2006
Skills
CPA, Financial Reporting, Accounting, Auditing, GAAP, Financial Analysis, Financial Statements, QuickBooks, General Ledger, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Cash Flow, Fixed Assets, Accounts Payable, Account Reconciliation
Education
Northern Illinois University - College of Business 2007 — 2010
Master's Degree, Accountancy
Rock Valley College 2006 — 2007
Associate's Degree, Business/Commerce, General
Mary Sagona, CPA's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience July 1995 - November 1997
Job Finance Controller at Emmi Roth USA
Industry Building Materials
Experience
Emmi Roth USA April 2015 - Present
American Construction Metals (a division of ABC Supply Company) January 2014 - April 2015
Blackhawk Technical College August 2013 - May 2014
American Construction Metals ( a division of ABC Supply Company) September 2012 - January 2014
Mylan Institutional LLC February 2004 - October 2012
Frederick M Marcus and Company February 2002 - February 2004
Smith Industries Aerospace and Defence March 2000 - January 2002
Eclipse Combustion October 1998 - March 2000
BDO USA, LLP November 1997 - October 1998
Lindgren, Callihan, Van Osdol & Co., Ltd. July 1995 - November 1997
Skills
HFM, Sop, Sarbanes-Oxley Act, Financial Reporting, Auditing, SAP, Essbase, Forecasting, Sarbanes-Oxley, Internal Controls, Variance Analysis, Hyperion Planning, Cost Accounting, Finance, Budgets, Accounting
Education
Northern Illinois University 1999 — 2001
Master of Business Administration (MBA)
Northern Illinois University 1992 — 1994
Bachelor of Science (BS), Accountancy
Emmi Roth USA April 2015 - Present
American Construction Metals (a division of ABC Supply Company) January 2014 - April 2015
Blackhawk Technical College August 2013 - May 2014
American Construction Metals ( a division of ABC Supply Company) September 2012 - January 2014
Mylan Institutional LLC February 2004 - October 2012
Frederick M Marcus and Company February 2002 - February 2004
Smith Industries Aerospace and Defence March 2000 - January 2002
Eclipse Combustion October 1998 - March 2000
BDO USA, LLP November 1997 - October 1998
Lindgren, Callihan, Van Osdol & Co., Ltd. July 1995 - November 1997
Skills
HFM, Sop, Sarbanes-Oxley Act, Financial Reporting, Auditing, SAP, Essbase, Forecasting, Sarbanes-Oxley, Internal Controls, Variance Analysis, Hyperion Planning, Cost Accounting, Finance, Budgets, Accounting
Education
Northern Illinois University 1999 — 2001
Master of Business Administration (MBA)
Northern Illinois University 1992 — 1994
Bachelor of Science (BS), Accountancy
Debra Fenhouse's Lindgren, Callihan, Van Osdol & Co., Ltd. Experience 2004 - 2006
Job Administrative Assistant at Northwest Bank
Industry Banking
Experience
Northwest Bank December 2009 - Present
Stan's Office Technology September 2007 - September 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. 2004 - 2006
Skills
Microsoft Excel, PowerPoint, Administrative..., Customer Service, Microsoft Word, Microsoft Office, Banking, Spreadsheets, Office Management, Outlook, Data Entry, Office Administration, Budgets, Lotus Notes, Telephone Skills, Access, Leadership, Invoicing, Financial Analysis, Administration, Microsoft Publisher, Finance, Time Management, PeopleSoft, Administrative...
Education
American Academy of Art
Advertising Design, Advertising Design
Streamwood High School
Northwest Bank December 2009 - Present
Stan's Office Technology September 2007 - September 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. 2004 - 2006
Skills
Microsoft Excel, PowerPoint, Administrative..., Customer Service, Microsoft Word, Microsoft Office, Banking, Spreadsheets, Office Management, Outlook, Data Entry, Office Administration, Budgets, Lotus Notes, Telephone Skills, Access, Leadership, Invoicing, Financial Analysis, Administration, Microsoft Publisher, Finance, Time Management, PeopleSoft, Administrative...
Education
American Academy of Art
Advertising Design, Advertising Design
Streamwood High School