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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 C.P.A. exam and is a member of both the Wisconsin and American Institute of
Certified Public Accountants. While attending U.W. Madison, Bob was a staff
accountant at Wegner & Associates, continuing his position after
graduation until December 1977. From December 1977 to May 1981, he worked at
the national firm of Arthur Young & Co. in Milwaukee. On June 1, 1981, in Racine, Bob founded what is now known as Berkley, Iselin
& Lotz,
S.C. To enhance the staff of
the Company and expand the base of clients served, the practice of William
Potthoff, C.P.A. was acquired in July 1985.
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. Bob is married with five children.
Michael J. Iselin, CPA
Mike was raised in Racine,
Wisconsin and is a 1972 graduate of William Horlick High School.
He attended the University of Wisconsin – Eau Claire, graduating in 1976 with a
B.B.A. in Public Accounting. Mike received his C.P.A. certification in June
1979 and is a member of both the Wisconsin
and American Institute of Certified Public Accountants. After graduation, he
worked for Hammill and Company in Racine.
In December 1981, Mike moved to Sheboygan
and joined the accounting staff of Van Der Jagt, Buss and Associates as an
Audit Manager. In January 1988, Mike moved back to Racine to manage our firm’s audit and
accounting services and in January of 1989 became a partner.
In December 1999, Mike passed the series
7 and 66 securities exams and began offering investment services, doing
business as Lifetime Trusted Advisors. Additionally, Mike passed the life
insurance exam in May 2000 which enables him to offer life and annuity products
to clients. Mike is married with two children.
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. 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. Darlene is married and has three children.
Securities offered
through ProEquities, Inc., A Registered Broker Dealer and member NASD and
SIPC, 2355 JFK Road,
Dubuque, IA 52002, (563) 582-2855. Advisory
Services offered through HonKamp Krueger Financial Services, Inc., A
Registered Investment Advisor. Lifetime Trusted Advisors is independent of
ProEquities, Inc.
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