Our Staff 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.
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. In January 1988, Mike joined Berkley, Iselin & Lotz, S.C., becoming a partner in January of 1989.
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.
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.
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. |