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Robert A. Mueller, CPA
Wealth/Tax Analyst
In his role as Wealth/Tax Analyst, Bob focuses on performance measurement, which entails a high degree of knowledge regarding global investment performance measurement standards. He is responsible for the preparation of client performance management reports and performs tax analyses for clients on Federal and State Tax Code.

Bob joined the Firm from Schenck Business Solutions, where he was a tax and audit professional. His responsibilities included calculating tax alternatives to minimize tax liabilities, assisting in tax software administration, and the preparation of individual, partnership, and corporate tax returns. He was responsible for audits, review and compilations of financial statements of companies in various industries.

Bob graduated summa cum laude from the University of Wisconsin-Oshkosh with majors in Finance and Accounting. He is a Certified Public Accountant and received the Wisconsin Certified Public Accountant (WICPA) High Achievement Award for scoring in the top 5 on the CPA exam for Wisconsin. Bob is also a member of the Beta Gamma Sigma National Business Honors Society.

Bob and his wife Beth have three children.

 

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