Our Team

Work Life

Areas of Specialization
Curt specializes in business consulting, tax planning, and audit, review, and compilation services for the real estate, construction, manufacturing, and professional services industries.

Professional Experience
Before joining WKMR in 1988, Curt spent two years with a local accounting firm in North Dakota working primarily in individual and small business taxes.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, with a Minor in Economics and History, University of North Dakota - Grand Forks - 1986

Community Service
Past treasurer of Waukesha County Youth Hockey Association, an organization providing hockey skills training to over 400 children each year. Board member of Kettle Moraine Lacrosse Club, Inc. Curt, with his wife, Traci, formed the Kettle Moraine Lacrosse Club for the school district. Curt is also a coach for the club.

Interests
Curt's varied interests outside of work include: hockey, gardening, wine making, hunting, and genealogical research.

Work Life

Areas of Specialization
Dan specializes in accounting and tax services directed toward closely-held businesses, business valuations, business succession, estate planning and litigation support for both local and Federal court cases.

Professional Experience
Prior to joining WKMR in 1978, Dan spent three years as the business manager/controller of a Milwaukee automotive dealership. Dan has written articles published in the Milwaukee Business Journal and has spoken on business valuation at the Wisconsin Judicial College.

Professional Associations
AICPA, WICPA, NACVA, Greater Oconomowoc Chamber of Commerce (past president), Oconomowoc Rotary Club (past president), and Oconomowoc Rotary Foundation (past president).

Real Life

Education
BBA, Accounting, University of Wisconsin - Milwaukee - 1978

Community Service
President of Hope Lutheran Church in Oconomowoc, and has previously served as President of St. Matthew's Lutheran Church in Oconomowoc, Treasurer of Oconomowoc Memorial Hospital, Board Member of ProhealthCare, Inc., Chairman of the Oconomowoc Memorial Hospital Finance Committee, Board Member of the Oconomowoc Area Foundation, Treasurer of St. John's Lutheran Church in North Prairie and Treasurer of St. Matthew's Lutheran Church.

Interests
Dan is an avid water-skier, and enjoys hiking, biking and rollerblading.

Work Life

Areas of Specialization
Jim specializes in taxation, general accounting, and consulting for small businesses and individuals.

Professional Experience
Before joining WKMR in 1987, Jim worked for a local CPA firm for four years.

Professional Associations

AICPA, WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 1983

Community Service
Jim has served as the Treasurer of Lac LaBelle Management District (1990 to 2000), Treasurer of Oconomowoc Silver Streak Senior Taxi Service (1997-2003), President and Treasurer of Lutheran Homes of Oconomowoc Charitable Foundation (2002-2007), and as a volunteer Youth Soccer Coach for the Oconomowoc Soccer Association for many years.

Interests
Jim enjoys boating, kayaking, ice skating, tennis, fishing, hiking, camping in Wisconsin’s State Parks, working on home improvement projects and coaching kid’s soccer.

Work Life

Areas of Specialization
Wes specializes in working as a business advisor for closely-held businesses, tax planning and compliance for professional corporations, auto dealerships, contractors, real estate developers, retailers, and manufacturers. In addition, Wes occasionally testifies in court as an expert witness and works in the area of estate tax planning and compliance.

Professional Experience
Wes worked for two local CPA firms before starting his own firm with James M. Zaffrann in 1983. He joined WKMR in 1987, when the firm of Jones & Zaffrann, S.C. was acquired by Winter, Kloman, Moter & Repp, S.C. Wes has served as a contributing editor for the CPA Digest and has spoken at the Wisconsin Judicial College on the tax aspects of divorce.

Professional Associations
AICPA, WICPA (served on the Federal Tax Committee and the Member Benefits and Services Committee), Waukesha Rotary Club (chairman of Internal Audit Committee).

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 1976

Community Service
Wes serves on the Board of Education and Building Committee at St. John's Lutheran Church in Golden Lake.

Interests
Away from the office, Wes enjoys outdoor activities, including: golfing, hunting, fishing, water skiing, hiking, and farm work.

Work Life

Areas of Specialization
Liz specializes in accounting, tax, consulting and auditing services for closely-held corporations. She works with a variety of service and manufacturing companies and is responsible for coordinating and conducting financial audits, as well as assisting in tax planning and consulting. Liz heads up and works extensively in our retirement plan audit service area.

Professional Experience
Liz worked for two local accounting firms in Illinois & Wisconsin before joining WKMR in 1987.

Professional Associations
AICPA, WICPA

Real Life

Education
BS, Accounting, Northern Illinois University - 1980

Community Service
Liz has served on the Finance Committee of several not-for-profit organizations. She also provides volunteer accounting services for a local not-for-profit organization.

Interests
Liz enjoys reading, traveling, and spending time with her nieces and nephews.

Work Life

Areas of Specialization
Mark specializes in audit, accounting, and income tax for businesses in the service, distribution, manufacturing, automotive dealership, and retirement community industries. He works extensively with not-for-profit entities, including health and social service agencies, religious organizations, foundations, educational and day care facilities, and HUD subsidized real estate. In addition, Mark is an Investment Advisor Representative with WKMR Financial Group, LLC, a registered investment advisory firm.

Professional Experience
Mark joined WKMR in 1988 after working four years with a local CPA practitioner. In addition, Mark has appeared as a guest on WMYX radio, speaking about elder care issues.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater

Community Service
Mark is a member of the Olde House Society of Watertown and has served on several not-for-profit boards.

Interests
Mark is an avid reader, and also enjoys music, travel and restoring his old Victorian Home.

Work Life

Areas of Specialization
Paul specializes in providing audit and accounting services for the manufacturing, construction and not-for-profit industries.

Professional Experience
Before joining WKMR in 1987, Paul worked for a large regional CPA firm in Racine.

Professional Associations
AICPA, WICPA, Construction Financial Management Association (CFMA), Surety Association of Wisconsin, Wisconsin Underground Contractors Association (WUCA), Mason Contractors Association, and the Metropolitan Builders Association of Greater Milwaukee (MBA).

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 1983

Community Service
Paul is a volunteer with a number of community organizations and serves as the Vice-President for the Waukesha County Technical College Foundation, Treasurer for the Lutheran High School Association of Greater Milwaukee, and Past-President of the church he attends in Waukesha.

Interests
Paul enjoys golf, Marquette basketball, time with his family and friends, and serving as a volunteer at his church in Waukesha and at various school activities of the Lutheran High School Association.

Work Life

Areas of Specialization
Paul specializes in tax compliance and planning for closely-held businesses and their owners. He also does extensive work in merger and acquisition transactions.

Professional Experience
Paul spent eight years in the tax division of a larger regional public accounting firm in the Milwaukee area before joining WKMR in 1997.

Professional Associations
AICPA, WICPA, Brookfield Rotary (past-president), WICPA State Taxation Committee.

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater

Community Service
Paul serves on the Board of Directors of the Volunteer Center of Waukesha County and on the Waukesha County Technical College's Accounting Advisory Board.

Interests
Away from the office, Paul enjoys camping.

Work Life

Areas of Specialization
Ken specializes in taxation of S corporations, partnerships, trusts, estates and individuals, with an emphasis on estate planning and administration. Ken is also associated with WKMR Financial Group, LLC, a registered investment advisory firm, as an Investment Advisor Representative and is a licensed intermediary for accident, health, and life insurance.

Professional Experience
Ken taught elementary school for the Milwaukee Public Schools for ten years and spent sixteen years in the tax divisions of two large local and regional public accounting firms in the Milwaukee area before joining WKMR in 1996.

Professional Associations
AICPA, WICPA and was a past Treasurer and Board of Director’s member for the Waukesha County Estate Planning Council.

Real Life

Education
Bachelor of Science, Carroll College - 1968 Masters, Education, University of Wisconsin - Milwaukee - 1971 Masters, Accounting, University of Wisconsin - Milwaukee -1980

Community Service
Ken was a past Treasurer and Board of Director’s member of the Wisconsin Lutheran High School Foundation. He is also a past Treasurer of Trinity Evangelical Lutheran Church in Waukesha and currently serves as Treasurer of the Endowment Fund for the Church.

Interests
Ken's interests outside of work center around family activities.

Work Life

Areas of Specialization
Jim specializes in income tax planning, management advisory services, personal financial planning, and investment advisory services. He is also a Registered Investment Advisory Representative for WKMR Financial Group, LLC, a registered investment advisory firm.

Professional Experience
Jim worked for local certified public accounting firms as a small business tax accountant from 1969 through 1976, and then was manager of the small business department at Coopers & Lybrand's (an international CPA firm) Milwaukee office for the three years prior to joining WKMR in 1979.

Professional Associations
AICPA, WICPA

Real Life

Education
Jim graduated Magna Cum Laude from Spencerian College in 1971 with a BBA in Accounting. He completed the Marquette University WICPA degree equivalency program in 1975 and has been a CPA since 1977.

Interests
Jim is a true "people person" who enjoys spending time with others, usually sharing a good story or a joke. Jim and his wife, Linda, live in Waukesha.

Work Life

Areas of Specialization
Jim specializes in corporate and individual tax planning and preparation, always working to minimize the tax burden for his clients.

Professional Experience
Jim spent six years with a local CPA firm before founding his own firm, Jones & Zaffrann, S.C., which was acquired by WKMR in 1987.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Milwaukee - 1977

Interests
Jim enjoys Cubs baseball, Notre Dame football and reading. He spends most of his free time plotting ways to be able to retire earlier.

Work Life

Areas of Specialization
Lynn specializes in tax planning and compliance for closely-held businesses and their owners, trusts and estates, and not-for-profit entities.

Professional Experience
Before joining WKMR in 1998, Lynn spent five years in the tax division of a local accounting firm and six years as controller/office manager for a Waukesha-based business. Lynn has spoken on tax issues for the Pewaukee Chamber of Commerce and other entities.

Professional Associations
AICPA, WICPA, Pewaukee Chamber of Commerce.

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 1986, Summa Cum Laude

Community Service
Lynn volunteers with school-related and community functions in the Pewaukee and Waukesha area and serves on the Board of Directors for the Pewaukee Chamber of Commerce.

Interests
Lynn enjoys scrapbooking, reading, golfing and spending time at her cabin in northern Wisconsin.

Work Life

Areas of Specialization
Mitzi specializes in accounting and tax services for closely-held businesses, including consulting for new start-up businesses as well as not-for-profit organizations.

Professional Experience
Before joining WKMR in 2005, Mitzi worked for a regional accounting firm for seven years.

Professional Associations
AICPA, WICPA, Business Network International, Watertown Chamber of Commerce

Real Life

Education
BBA, Accounting, University of Wisconsin - Milwaukee - 1998

Community Service
Mitzi is an active member of the Watertown Rotary and a participant in the PALS program for Big Brothers Big Sisters. Mitzi also serves as a committee member for the Watertown Chamber of Commerce and is Treasurer of the Oconomowoc Public Education Foundation.

Interests
Mitzi is an avid reader and enjoys gardening and spending time with her family.

Work Life

Areas of Specialization
Larry specializes in providing general accounting, auditing and consulting services to not-for-profit organizations and closely-held businesses.

Professional Experience
Larry worked seven years as a professional chef, including three years as Executive Chef for Mike and Anna's Restaurant in Milwaukee, before changing careers to become an accountant at Winter, Kloman, Moter & Repp, S.C.

Professional Associations
WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Milwaukee - 2000

Community Service
Larry serves as the Treasurer for the State Chapter of the March of Dimes and is on the Board of Directors of Serve Marketing, an organization dedicated to advertising and marketing not-for-profit causes.

Interests
Larry is a sports enthusiast. When not working, you can find Larry watching his children at soccer, football and basketball games or playing golf and tennis with friends.

Work Life

Areas of Specialization
Lori specializes in taxation and general accounting for small businesses and individuals.

Professional Experience
Lori joined WKMR in 1987 after graduating from Waukesha County Technical College with a two-year degree. She then transferred to Carroll College and ­continued her education while working at the firm, graduating in 1993.

Professional Associations
AICPA, WICPA

Real Life

Education
BS, Accounting, Carroll College - 1993

Community Service
Lori was an Ambassador with the Oconomowoc Chamber of Commerce and currently holds a position on their Membership Committee. She also served as Treasurer of the Oconomowoc Silver Streak for six years. She has been a volunteer with the Mobile Meals Program at Lutheran Homes of Oconomowoc since 1995.

Interests
Lori enjoys reading, travel and spending time with her family.

Work Life

Areas of Specialization
Paul specializes in accounting, auditing and controllership services and advising closely-held businesses in manufacturing, construction and service industries.

Professional Experience
Prior to joining WKMR in 2000, Paul spent nine years in the industry as a controller.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Milwaukee - 1990

Interests
Paul enjoys outdoor activities including: fishing, boating and spending time in Northern Wisconsin.

Work Life

Areas of Specialization
Diane specializes in income tax, accounting, and auditing for closely-held businesses, as well as individual income tax ­planning and preparation.

Professional Experience
Diane spent two years with a local accounting firm before joining WKMR in 1984.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 1982

Community Service
Diane was an Oconomowoc Area Chamber of Commerce Ambassador and has served as a free business counselor with the Wisconsin Institute of Certified Public Accountants. She also volunteers her time to take care of the accounting for her church's scrip fundraising program.

Interests
Outside of work, Diane spends time on many different crafts including quilting, scrapbooking and needlework.

Work Life

Areas of Specialization
Mike specializes in accounting, auditing and tax services for closely-held businesses and individuals.

Professional Experience
Mike spent three years in industry before joining WKMR in 1998.

Professional Associations

WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Milwaukee - 1995

Community Service
Mike serves as Treasurer of two not-for profit organizations, the Oconomowoc Silver Streak and the Oconomowoc Scholarship Fund.

Interests
Mike enjoys spending time outdoors and camping with his family. He is also a huge Packer fan.

Work Life

Areas of Specialization
Joel specializes in combining his accounting skills with an extensive knowledge of information technology, providing hardware and software services, data integration, and network administration services for WKMR's clients. He is also involved in accounting and consulting for closely-held businesses.

Professional Experience
Joel joined WKMR in 1995 after graduating from Arizona State University where he worked his way through college managing a local moving company.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, Arizona State University - 1995, Magna Cum Laude

Community Service
As an Eagle Scout, Joel feels strongly about the importance of community service and has volunteered his time with various organizations and events.

Interests
Joel enjoys shooting for birdies on the golf course, as well as participating in other sporting activities, including basketball, volleyball, and softball. He also enjoys working on home improvement projects when he is not out riding his motorcycle.

Work Life

Areas of Specialization
Renee specializes in tax planning, and audit, review and compilation services for the real estate, construction and auto industries.

Professional Experience
Renee started as an intern at WKMR in January, 2003. After graduating that spring, she became a full-time employee with the firm.

Professional Associations
AICPA, WICPA, Wisconsin Impact Networking (WIN), Watertown Newcomers and Neighbors Group, Oconomowoc Area Chamber of Commerce Young Professionals.

Real Life

Education
BBA, Accounting & Finance, University of Wisconsin - Whitewater - 2003

Community Service
Renee served as Treasurer for the Lake Area Free Clinic from 2004 to 2009.

Interests
Renee’s interests include spending time with her family, friends and her dogs, playing volleyball, gardening, home improvement projects, scrapbooking and reading.

Work Life

Areas of Specialization
Marge specializes in providing accounting and auditing services for privately-owned small to medium sized businesses, business valuation and litigation support services for both local and Federal court cases.

Professional Experience
Prior to joining WKMR in 2000, Marge spent ten years in various positions at Ameritech. Prior to that she served as an Audit Manager at a national accounting firm and worked as a bookkeeper in the Manawa School District.

Professional Associations
AICPA, WICPA, NACVA

Real Life

Education
BBA, Accounting, University of Wisconsin - Oshkosh - 1983 Certified Valuation Analyst Training - National Association of Certified Valuation Analysts - 2002, Dale Carnegie Course - 1996.

Community Service
Currently, Marge is a coordinator and teacher for the Dave Ramsey course called Financial Peace University. She serves as Treasurer of Milwaukee Marriage Encounter and is a Fund Development Committee member at Lutheran Special School and Educational Services. She previously served as Treasurer and Executive Committee member of Lutheran Special School and Educational Services, as a Youth Board member at Grace Lutheran Church in Menomonee Falls and as a Youth Board member at St. Matthew's Church in Wauwatosa.

Interests
Marge enjoys dancing, hiking, camping, music, theatre, scouring antique stores, cooking and attending sporting events. She enjoys reading and belongs to two book clubs. She takes an avid interest in teaching people about their personal finance.

Work Life

Areas of Specialization
Matt specializes in providing general accounting, auditing, and taxation services for closely-held businesses, individuals and not-for-profit organizations.

Professional Experience
Matthew spent two years with a local not-for-profit organization before joining WKMR in 2005.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Finance, University of Wisconsin - Whitewater - 2003

Community Service
Matt serves as Treasurer of the Waukesha Civic Theatre and is a member of the Young Professionals Committee for the Waukesha Chamber of Commerce.

Interests
In his free time, Matt enjoys traveling and spending time with his family and dogs.

Work Life

Areas of Specialization
Amanda specializes in retirement plan auditing and has also worked in not-for-profit auditing. In addition, Amanda also provides assistance to businesses requiring out-of-state and multi-state tax services.

Professional Experience
Amanda worked as an intern for WKMR before joining the firm full time in 2005 after graduating from the University of Wisconsin - Whitewater.

Professional Associations
AICPA and Member of Elevate Oconomowoc, a division of the Oconomowoc Chamber for Young Professionals

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 2005 MPA, University of Wisconsin - Whitewater – 2006, Licensed as a CPA in Wisconsin and Illinois

Community Service
Amanda has been a licensed EMT for her local community since August of 2009. She currently serves as Treasurer for the Lake Area Free Clinic.

Interests
Amanda enjoys spending time with her family. She enjoys outdoor activities, specifically ATVing, hunting and gardening.

Work Life

Areas of Specialization
Sandy specializes in accounting and auditing, with a majority of her work done in the not-for-profit area. She works extensively with social service agencies, religious organizations, foundations and assisted living companies.

Professional Experience
Before joining WKMR in 1997, Sandy worked for three years with a local CPA firm and three years in industry.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, Mount Mary College - 1990

Community Service
Sandy volunteers for the United Way and various church and school functions.

Interests
Sandy enjoys reading, volunteering for school activities and spending time with her family.

Work Life

Areas of Specialization
Dennis specializes in accounting, auditing, and tax services for closely-held construction contractors and manufacturing ­businesses.

Professional Experience
Dennis spent three years in industry before joining WKMR in 1981.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, Lakeland College

Community Service
Dennis serves as Treasurer for Lutheran Special School and Educational Services.

Interests
Dennis’ interests outside of work include fishing and spending time outdoors.

Work Life

Areas of Specialization
Susan specializes in individual, fiduciary, estate and business taxation, and the preparation of business valuations.

Professional Experience
Susan worked for four years with a local Madison firm before joining WKMR in 1996.

Professional Associations
AICPA, National Association of Certified Valuation Analysts.

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 1992.

Interests
Susan tries to enjoy the outdoors as much as possible, both at home and at the family cabin.