Leading Mueller Wealth as President allows me to not only guide our firm's day-to-day decisions, but more importantly focus on our long-term strategic vision. I am passionate about ensuring our clients always come first, while also remaining committed to our firm’s growth initiatives.
I bring 17 years of experience in the wealth management space, specializing in tax-advantaged wealth planning for high-net-worth individuals, multi-generational families, executives, and entrepreneurs – alongside closely held businesses.
As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary®, my focus is always centered on putting clients' interests first. I am deeply involved in our Retirement Planning Division, assisting businesses in optimizing their retirement strategies with plans such as 401(k)s and cash balance plans. I also lead our firm’s investment committee, bringing years of expertise in both traditional and alternative investments to ensure our clients’ strategies evolve appropriately with ever-changing market conditions. I believe a solid financial plan, coupled with discipline and a diverse strategy, paves the way for long-term success.
Helping clients realize their financial goals – and seeing their investment, financial, tax, and estate strategies work seamlessly together is truly fulfilling. I also take pride in fostering a supportive and engaging work environment for our team, ensuring they are excited to be part of our journey.
I reside in La Grange Park, a western suburb of Chicago. When I’m not working you can usually find me traveling the world and trying new restaurants with my wife Melissa, playing golf, or taking part in outdoor adventure sports. I proudly serve as President and executive board member of Midwest Business Brokers and Intermediaries (MBBI), and I am committed to supporting local charities, including Child's Voice.