OUR  STAFF
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We take pride in the fact that our staff stays and
makes a career here, our relationships are long term.  

DAVID R. BEGALKE

OWNER 

BIO
Dave has been with the firm for over 35 years. Besides running the business he specializes in corporate tax, financial statement review, new business set-up and planning. He also values client relationships and strives to offer the best service possible at affordable prices. Dave is a member of Sheboygan Rotary and is a very active member at St. Paul's Lutheran Church. He and his wife Joanie have enjoyed running the firm since 2008. They have four grown children and three grandchildren.

EDUCATION
Valparaiso University

Bachelor of Science in Business Administration – Accounting

CREDENTIALS:
CPA – Certified Public Accountant

35 years of tax, accounting and advisory service

 
 
DANIEL R. BEGALKE

ACCOUNTING MANAGER & 
FINANCIAL ADVISOR

BIO
Dan joined the firm after six years of working in corporate finance and accounting. He has held various financial and accounting positions with Hewlett-Packard Inc., Baxter Health Care and Johnsonville. Prior to Dan’s career in accounting, he worked on land development projects as a Civil Engineer in the Madison area. He is excited to bring his knowledge to our firm. Living in Plymouth, he enjoys being back in Sheboygan County and serving in the local community. Dan is a Sheboygan Lutheran High School graduate and he and his wife Lauren are active at St. John Lutheran Church & School. They have three children Natalie, Ben and Jacob.


EDUCATION
University of Wisconsin – Madison
Bachelors in Civil Engineering

Masters in Business Administration

CREDENTIALS:
MBA – Corporate Finance & Investment Banking

 
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BRIAN BEGALKE

TAX & ADVISORY MANAGER

BIO
Brian joined the firm with over 6 years of public accounting and tax experience. Brian is responsible for completing and reviewing business, individual and fiduciary tax returns. He advises clients by providing tax planning, tax saving opportunities and by updating them on the current tax climate. His goal for all clients is to minimize their tax burdens, while providing assurance that they are compliant with all taxing agencies.  

 

Additionally, Brian advises clients on accounting matters to provide assurance when closing their books. He gets involved with complicated transactions, applying proper accounting or tax standards, and provides financial analysis to help evaluate client's success, needs, and planning opportunities. Brian also enjoys training clients on best practices and the latest accounting software.

 

Brian lives in Sheboygan and in his free time enjoys running, all sports, and travel.

EDUCATION DePaul University 2012
Bachelor of Science in Accounting, Minor in Finance


CREDENTIALS:

CPA – Certified Public Accountant
10 Years of Public Tax and Accounting Service

QuickBooks Pro-Advisor

 
BILL PORTZ

TAX & AUDIT MANAGER

BIO
Bill has been with the firm for over 30 years. He specializes in all tax services and in financial statement, audit, review and preparation. Bill has many years of experience serving corporate and non-profit clients of all sizes. Now semi-retired, Bill spends his free time with his wife, Sue, their four children and seven grandchildren.

EDUCATION
Marquette University

Bachelor of Business Administration

CREDENTIALS:

CPA – Certified Public Accountant

40 years of tax, accounting and advising

 
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HEATHER SWART

STAFF ACCOUNTANT

BIO
Heather joined the firm after eight years of accounting and finance within hospitality, healthcare and manufacturing. She pursued her master’s degree for fun as she has a desire for continuous learning! She loves working with data to help companies make better informed business decisions, based on what she finds in their digital footprints.

 

Heather and her husband, Aaron, had the opportunity to expand their knowledge while living in a few destination locations prior to coming back to their home state of Wisconsin. Residing in Sheboygan, year round she enjoys taking her family to the beach at Lake Michigan. She has one son, Logan, but also considers her three pets as children. She has a passion for health and wellness, and as a hobby, helps women reach their health and wellness goals.


EDUCATION

University of the Virgin Islands
Bachelor of Science in Accounting - Cum Laude
 

Grantham University
Master of Science in Business Intelligence – With Honors

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Joanie Begalke

Office Manager

Jeff Dessloch

Individual Tax Specialist

Melodi Tamminga

Sr. Administrative Assistant

Sheila Hemb 

Payroll Specialist