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Staff

Berkley, Iselin & Lotz, S.C. is a certified public accounting (CPA) firm located in Racine, Wisconsin. Our staff consists of two CPA owners; Bob Berkley and Darlene Lotz; three staff accountants, a receptionist and several part time tax preparers.

Partners

Partners

Robert G. Berkley, CPA

Bob was born and raised in Racine, Wisconsin. He is a 1972 graduate of William Horlick High School and received his B.B.A. from the University of Wisconsin – Madison in 1976. Bob passed the 1976 CPA exam and is a member of both the Wisconsin and American Institute of Certified Public Accountants. On June 1, 1981, in Racine, Bob founded what is now known as Berkley, Iselin & Lotz, S.C.

In December 1999, Bob passed the series 7 and 66 securities exams and began offering investment services, doing business as Lifetime Trusted Advisors. Additionally, Bob passed the life insurance exam in May 2000 which enables him to offer life and annuity products to clients.

Securities offered through ProEquities, Inc., A Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through HonKamp Krueger Financial Services, Inc., A Registered Investment Advisor. Lifetime Trusted Advisors, LLC is independent of ProEquities, Inc.

Check the background of Robert Berkley on FINRA's BrokerCheck

Darlene M. Lotz, CPA

Darlene was born and raised in Racine, Wisconsin. She is a 1979 graduate of J.I. Case High School. She attended the University of Wisconsin - Parkside, graduating in 1994 with a major in accounting. Darlene passed the CPA exam and received her certification in October 1997. Darlene is a member of both the Wisconsin and American Institute of Certified Public Accountants. She provides accounting services to corporate and individual clients. Darlene joined the firm in 1993 and became a partner of Berkley, Iselin & Lotz, S.C. in 1999.

Michael J. Iselin, CPA

Mike Iselin retired as a partner of Berkley, Iselin & Lotz, S.C. in June 2016.