Jodi L. Bauer

Senior Accountant

Jodi Bauer is a senior accountant and member of the firm’s nonprofit team.  Since joining the firm in 2002, she has focused on nonprofit audit and financial management.

Jodi received her bachelor’s degrees in accounting and business from the University of Wisconsin – Platteville in 2001.  She is a member of the American and Wisconsin Institutes of Certified Public Accountants.  Previously, Jodi served as treasurer of My Good Mourning Place.  When she’s not at work, she enjoys spending time with her family and friends.

To talk with Jodi about your organization, call her at 414-390-1166 or e-mail jodi@ritzholman.com.

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Matthew P. Cody, CPA

Supervisor

Matt Cody is a supervisor and member of the firm’s tax team.  Since joining the firm in 2007, he has focused on providing tax services to individuals and businesses.  In addition, he also performs audits of HUD and low-income housing tax credit properties.

Matt earned his bachelor’s degree in accounting from the University of Wisconsin – La Crosse in 2006.  He serves on the board of directors for the Milwaukee Public Theatre, is vice president and chair of the Special Events Committee for My Good Mourning Place and is a member of the Wisconsin Institute of Certified Public Accountants.  When Matt is not working or volunteering, he enjoys playing recreational sports, sightseeing in Milwaukee and following his favorite baseball team, the Brewers.

To talk with Matt about your needs, call him at 414-390-1187 or e-mail matthew@ritzholman.com.

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Steven M. Dittman, CPA

Manager

Steve Dittman is a manager and member of the firm’s nonprofit team.  Since joining the firm in 1998, he has focused on nonprofit audit and financial management.

Steve received his bachelor’s degree in business administration from the University of Wisconsin – Oshkosh in 1993.  He is a member of the American and Wisconsin Institutes of Certified Public Accountants.  When he’s not at work, Steve volunteers his time as treasurer of the Woodland Pattern Book Center.  He also enjoys watching college basketball and attending musical performances.

To talk with Steve about your organization, call him at 414-390-1163 or e-mail steven@ritzholman.com.

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Brian T. Falk, CPA

Staff Accountant

Brian Faulk is a staff accountant and member of the firm’s tax, outsourcing and nonprofit teams.  Since joining the firm in 2012, he has focused on nonprofit audit as well as providing tax and consulting services to individuals and businesses.

Brian received his bachelor’s degrees in accounting and economics from the Marquette University in 2011.  He is a member of the Wisconsin Institute of Certified Public Accountants.  Prior to graduating, Brian was a two-year participant in Global Business Brigades in Guatemala.

When Brian is not at work, he enjoys supporting Marquette athletics, the Green Bay Packers and the Milwaukee Brewers.

To talk with Brian about your organization, call him at 414-390-1192 or e-mail brianf@ritzholman.com.

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Lisa M. Feldmeier, CPA

Supervisor

Lisa Feldmeier is a supervisor and member of the firm’s nonprofit team.  Since joining the firm in 2007, she has focused on nonprofit audit and financial management.

Lisa earned her bachelor’s degree in early childhood exceptional education needs, magna cum laude, and her master’s degree in accounting from the University of Wisconsin – Milwaukee.  She is a member of the American and Wisconsin Institutes of Certified Public Accountants and serves as the firm’s team leader for the Susan G. Komen Southeast Wisconsin Race for the Cure.  In her leisure time, she enjoys playing soccer, reading or working on crossword puzzles.

To talk with Lisa about your organization, call her at 414-390-1169 or e-mail lisa@ritzholman.com.

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Jerry A. Fine, CPA

Of Counsel

Jerry Fine is a member of the firm’s tax team.  Since joining the firm in 1971 and becoming partner in 1978, Jerry has focused on providing accounting and tax services to businesses, individuals, trusts and estates.

He earned his bachelor’s degree in accounting from the University of Wisconsin – Madison in 1957 and his law degree from the University of Wisconsin Law School in 1962 where he was elected to Order of the Coif.  Following his graduation from law school, Jerry served as a law clerk for one year to the Honorable F. Ryan Duffy, Circuit Judge, Seventh Circuit United States Court of Appeals.  He is a member of the American and Wisconsin Institutes of Certified Public Accountants, the Wisconsin Taxation Committee of the WICPA and is an emeritus member of the State Bar of Wisconsin.  Jerry is past president of the American Diabetes Association - Wisconsin Affiliate and previously served as treasurer of the Friends of the Milwaukee Public Library.  In his spare time he enjoys traveling and golfing.

To talk with Jerry about your needs, call him at 414-390-1170 or e-mail jerry@ritzholman.com.

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Kelly M. Goodmon

Senior Accountant

Kelly Goodmon is a senior accountant and member of the firm’s nonprofit team.  Since joining the firm in 2007, she has focused on nonprofit audit and financial management.

Kelly earned her bachelor’s degree in accounting from the University of Wisconsin – Milwaukee (UWM) in 2006.  During her studies she received an outstanding achievement award from UWM’s College of Letters and Science’s African American Student Academic Services.  She is a member of the Wisconsin Institute of Certified Public Accountants.

Kelly, a believer in volunteerism, is an active member of her church, Holy Redeemer, where she serves as secretary and assistant treasurer for the Young Women’s Christian Counsel and is a member of the church’s Women’s Department.  When she’s not working or volunteering, she enjoys spending time with her family.

To talk with Kelly about your organization, call her at 414-390-1184 or e-mail kelly@ritzholman.com.

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Barbara J. Hofstetter, CPA

Supervisor

Barb Hofstetter is a supervisor and member of the firm’s tax and outsourcing teams.  Since joining the firm in 2005, she has focused on providing accounting and tax services to individual, business and real estate clients.  In addition, Barb oversees the bookkeeping function and compiles financial statements for the firm’s outsourcing clients.

She received her bachelor’s degree in accounting from the University of Wisconsin – Milwaukee in 2000.  Barb is a member of the American and Wisconsin Institutes of Certified Public Accountants and serves as treasurer of the Donna Lexa Community Art Center.  She enjoys gardening, reading, cooking and playing bocce ball.

To talk with Barb about your needs, call her at 414-390-1186 or e-mail barb@ritzholman.com.

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Kelly L. Kjell, CPA

Senior Accountant

Kelly Kjell is a senior accountant and member of the firm’s tax, outsourcing and nonprofit teams.  Since joining the firm in 2009, she has focused on nonprofit audit as well as providing tax services to individuals and businesses.

Kelly received her bachelor’s degrees in accounting and Spanish from the University of Wisconsin – La Crosse in 2008.  She is a member of the American and Wisconsin Institutes of Certified Public Accountants and serves as treasurer of the Brain Injury Association of Wisconsin.  In her spare time, Kelly enjoys volunteering, scrapbooking, reading, playing softball, snowboarding and watching movies.

To talk with Kelly about your needs, call her at 414-390-1160 or e-mail kellyk@ritzholman.com.

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Merlin G. Klemme

Senior Accountant

Merlin Klemme is a senior accountant and member of the firm’s tax and outsourcing teams.  Since joining the firm in 2001, he has focused on providing accounting and tax services to individual, business and real estate clients.

Merlin earned his bachelor’s degree in accounting from Marquette University in 1971.  In his free time, he enjoys traveling and cooking.

To talk with Merlin about your needs, call him at 414-390-1197 or e-mail merlin@ritzholman.com.

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Holly Li

Senior Accountant

Holly Li is a senior accountant and member of the firm’s nonprofit team.  Since joining the firm in 2011, she has focused on nonprofit audit and financial management.

Holly received her master’s degree in accounting from Arizona State University in 2009.  She is new to the Milwaukee area and is looking forward to establishing herself in the non-profit community.  Holly hopes to also volunteer for an organization that advocates women’s health and development.

In her spare time, Holly enjoys reading, traveling, swimming, yoga and volleyball.


To talk with Holly about your organization, call her at 414-390-1183 or e-mail holly@ritzholman.com.

 

 

 

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Diana G. Luttmann, CPA

Manager

Diana Luttmann is a manager and member of the firm’s nonprofit team.  Since joining the firm in 2000, she has focused on nonprofit audit and financial management.  Her areas of concentration include charitable organizations, associations and charter, choice and partnership schools.  Diana performs audits under Circular A-133 of the Single Audit Act.

As an active member in the community, Diana serves as an instructor at the Nonprofit Center of Milwaukee and volunteers her time to several organizations such as Special Olympics, United Way of Greater Milwaukee, AIDS Resource Center of Wisconsin, Ko-Thi Dance Company, Susan G. Komen Southeast Wisconsin Race for the Cure and Bottomless Closet Milwaukee.  She was previously involved with Horizon’s Inc., Junior Achievement and the YMCA’s Strong Kids program.

Diana received her bachelor’s degree in accounting from the University of Wisconsin – La Crosse in 1999.  She is a member of the American and Wisconsin Institutes of Certified Public Accountants.  In her leisure time, she enjoys being a mom, hiking in northern Wisconsin, playing volleyball and gardening.

To talk with Diana about your organization, call her at 414-390-1179 or e-mail diana@ritzholman.com.

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Shelby L. Pecor, CPA

Senior Accountant

Shelby Pecor is a senior accountant and member of the firm’s tax, outsourcing and nonprofit teams.  Since joining the firm in 2010, she has focused on nonprofit audit as well as providing tax and consulting services to individuals and businesses.

Shelby received her bachelor’s degrees in accounting and finance with a certificate in real estate from the University of Wisconsin – Milwaukee in 2008.  She is a member of the Wisconsin Institute of Certified Public Accountants.  In her spare time Shelby enjoys traveling, cooking, walking her puppy, perusing farmers markets, boating and cheering on local sports teams.

To talk with Shelby about your needs, call her at 414-390-1173 or e-mail shelby@ritzholman.com.

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Maureen C. Scheuber, CPA

Senior Accountant

Reenie Scheuber is a senior accountant and member of the firm’s nonprofit team.  Since joining the firm in 2010, she has focused on nonprofit audit and financial management.

Prior to joining RitzHolman CPAs, Reenie was a senior accountant at the Boys and Girls Clubs of Greater Milwaukee where she gained hands-on experience in a variety of areas including grant accounting, budgeting and payroll.

Reenie earned her bachelor’s degree in marketing and her master’s degree in accounting from Marquette University.  She is a member of the Wisconsin Institute of Certified Public Accountants.  In her leisure time, Reenie enjoys mentoring students at Our Next Generation as well as spending time in the outdoors kayaking, rollerblading, camping and skiing.

To talk with Reenie about your organization, call her at 414-390-1196 or e-mail reenie@ritzholman.com.

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Megan E. Schultz, CPA

Supervisor

Megan Schultz is a supervisor and member of the firm’s tax team.  Since joining the firm in 2008, she has focused on providing tax services to individuals, businesses and private foundations.

Megan received her bachelor’s degree in accounting, with high honors, from the University of Wisconsin – La Crosse in 2007.  She is a member of the American and Wisconsin Institutes of Certified Public Accountants and YP Impact.

In her spare time, Megan assists the community in which she works and lives by serving as treasurer of the Frank Lloyd Wright® Wisconsin Heritage Tourism Program.  She also enjoys fishing, playing tennis and attending music and theater performances.

To talk with Megan about your needs, call her at 414-390-1176 or e-mail megan@ritzholman.com.

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Theresa Unger, CPA

Supervisor

Tess Unger is a member of the firm’s tax team. Since joining the firm in 2011, she has focused on providing tax, accounting and litigation support services to individuals and businesses.  She is a member of the Wisconsin Institute of Certified Public Accountants.

Tess received her bachelor’s degree from the University of Wisconsin-Madison in Agriculture Economics in 1994 and her juris doctor and LL.M. in taxation from The John Marshall Law School in 2000.  In her spare time, Tess enjoys traveling, reading, antiquing and out-door activities. 

To talk with Tess about your needs, call her at 414-390-1193 or e-mail tess@ritzholman.com.

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Bauj S. Vang, CPA

Staff Accountant

Bauj Vang is a staff accountant and member of the firm’s tax, outsourcing and nonprofit teams.  Since joining the firm in 2012, she has focused on nonprofit audit as well as providing tax and consulting services to individuals and businesses.

Bauj received her bachelor’s degrees in accounting and finance from the University of Wisconsin - Milwaukee in 2011.  She is a member of the Wisconsin Institute of Certified Public Accountants.  Prior to graduating, Bauj was active with the Hmong Student Association and Beta Alpha Psi.

When Bauj is not at work or spending time with family and friends, she enjoys staying fit through soccer, volleyball and running.

To talk with Bauj about your organization, call her at 414-390-1165 or e-mail bauj@ritzholman.com.

 

 

 

 

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Brian T. Wilson, CPA

Supervisor

Brian Wilson is a supervisor and member of the firm’s tax team.  Since joining the firm in 2004, he has focused on providing accounting and tax services to individuals, trusts and estates.

Brian earned his bachelor’s degree in accounting and his master’s degree in taxation from the University of Wisconsin – Milwaukee.  He serves on the board of directors for YP Impact, is involved on the Finance Committee for Artists Working in Education and is a member of the American and Wisconsin Institutes of Certified Public Accountants and the Greater Brookfield Chamber of Commerce.  In his leisure time, Brian, who is an avid sports fan, follows his favorite teams, the Packers, Brewers and Bucks.

To talk with Brian about your needs, call him at 414-390-1189 or e-mail brianw@ritzholman.com.

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