Porte Brown Wealth Management
Porte Brown Names Schaeffer as New Partner
Elk Grove Village, IL, January 10, 2017 — Porte Brown LLC announces that Patricia Schaeffer, CPA, has been admitted as Partner.
Pat is a Certified Public Accountant with more than 25 years of experience providing tax consulting and accounting services. Pat manages the Trust & Estate practice at Porte Brown where she assists clients and attorneys with estate and gift tax planning and the related tax preparation. She is a leader of the Tax Practice Group and also heads up the mentor program for the professional staff of the firm.
Schaeffer graduated from Northern Illinois University with a B.S. in Accounting and Finance. She is a member of the American Institute of Certified Public Accountants (AICPA), the Illinois CPA Society, the Northwest Estate Planning Council and the North Shore Estate Planning Council. Schaeffer grew up in the Elmhurst, IL and now resides in Arlington Heights.
“Pat joined the firm as part of a merger with the firm of Ulbrich & Company, P.C. in 2010. She has set a new standard in our Trust & Estate practice by implementing innovative, leading-edge processes while also applying her outstanding organizational skills to lead the practice group,” said Bruce Jones, Managing Partner. “Pat is one of the most genuine people you will find, and we congratulate her as she continues to grow and excel in her career.”
About Porte Brown
Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois. For over 70 years, Porte Brown has focused on providing the highest level of service to individuals, businesses and organizations throughout the region. In addition to the traditional accounting services such as tax planning and preparation, audit, business valuations, and retirement plan administration, Porte Brown also provides strategic consulting and leading-edge technology implementation for clients in cloud and non-cloud environments. Wealth management services provided by Porte Brown Wealth Management LLC.*
Porte Brown serves accounting and consulting clients from offices in Illinois, Indiana and Texas. For more information, visit www.portebrown.com or call 847-956-1040.
*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
Let us know how we can help.
We Help You Get to Your Next Level™
Get in touch today and find out how we can help you meet your objectives.
PORTE BROWN SITE
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of AZ, CA, FL, GA, IL, IN, KY, MO, NC, RI, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.