OUR STAFF
We take pride in the fact that our staff stays and
makes a career here, our relationships are long term.
DAVID R. BEGALKE
FOUNDING PARTNER
BIO
Dave has been with the firm for over 40 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 an 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 five grandchildren.
EDUCATION
Valparaiso University
Bachelor of Science in Business Administration – Accounting
CREDENTIALS:
CPA – Certified Public Accountant
40+ years of tax, accounting and advisory service
DANIEL R. BEGALKE
PARTNER
BIO
Dan joined the firm after 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. Dan enjoys serving the Plymouth community by serving on various boards and through coaching his kids sport teams. Dan is a Sheboygan Lutheran High School graduate, he and his wife Lauren are active at St. John Lutheran Church & School. They have four children Natalie, Ben, Jacob, and Luke along with their two dogs.
EDUCATION
University of Wisconsin – Madison
Bachelors in Civil Engineering
Masters in Business Administration
CREDENTIALS:
MBA – Corporate Finance & Investment Banking
BRIAN BEGALKE
PARTNER
BIO
Brian joined the firm in 2017 after gaining 6+ years of public accounting and tax experience at Ernst & Young. Brian leads the consulting and tax departments and is responsible for 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 and financial statement 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 biking, surfing, and travel.
EDUCATION DePaul University 2012
Bachelor of Science in Accounting, Minor in Finance
CREDENTIALS:
CPA – Certified Public Accountant
12 Years of Public Tax and Accounting Service
QuickBooks Pro-Advisor
Bookworm Gardens - Treasurer
Sheboygan Lutheran High School - Treasurer
MIKE BRUFLAT, CPA | CITP
SENIOR ACCOUNT DIRECTOR
BIO
Begalke & Associates formed a strategic partnership with Bruflat Consulting in 2020. In January, 2024 Bruflat Consulting began operating as a division of Begalke & Associates. Mike Bruflat leads this division and provides fractional CFO and management consulting services to privately held small businesses. Bruflat Consulting also provides QuickBooks Enterprise consulting, coaching, and training. Additional information on Bruflat Consulting can be found by clicking the link below.
EDUCATION
Marian University - Bachelor of Accounting, Economics & Finance, Mathematics
BILL PORTZ
TAX & AUDIT MANAGER
BIO
Bill has been with the firm for 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
HEATHER SWART
STAFF ACCOUNTANT
BIO
Heather joined the firm in 2021 after eight years of accounting and finance within the hospitality, healthcare and manufacturing industries. 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.
Heathers specialties are accounting, Quick Books consulting, and payroll assistance.
EDUCATION
University of the Virgin Islands
Bachelor of Science in Accounting - Cum Laude
Grantham University
Master of Science in Business Intelligence – With Honors
BARB STOCKINGER
PAYROLL SPECIALIST
BIO
Barb joined our firm in 2022 with over 20 years of accounting, payroll and customer service experience. She has performed numerous bookkeeping and payroll functions for her family's small business as well as processing corporate payrolls for a local grocery chain. She lives with her husband Tim, three children and several pets in the Sheboygan area.
EDUCATION
Concordia University
Bachelor of Science Business
