Weltman Bernfield LLC is pleased to announce that Glenn Mikell, managing member, has been named a recipient of the 2013 Chicago Five Star Wealth Manager award. Award winners are featured in the November 2013 issue of Chicago magazine. This is the second year that Mikell has received this award.
Weltman Bernfield LLC is pleased to announce the promotion of Adam June to Manager of Tax Services. As Manager of Tax Services, June is responsible for preparing and reviewing federal and state income tax returns for the firm’s clients. With a Juris Doctorate from University of Wisconsin – Madison Law School, June utilizes his legal […]
Weltman Bernfield LLC is pleased to announce the promotion of Dean Klemenz to Manager of Accounting Services. In his new position, Klemenz assists in the daily processing schedule and scheduling of jobs and is responsible for reviewing the work of staff. In addition, Klemenz is a QuickBooks ProAdvisor® and does a variety of work for […]
By the Society of Certified Senior Advisors Medical debt is the most common form of debt affecting seniors, according to Financial Web’s article on Personal Debt for Seniors. With financial demands including limited “retirement income, rising health care costs and the expense of long-term housing,” seniors are finding it challenging to pay not only medical […]