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THE MONOTELO TEAM
Jim Richter, CFP®, CAIA®, EA, CEPA ®
President
jim@monotelo.com
Jim Richter is the President of Monotelo Advisors. Jim sets the strategic direction for the firm, including oversight of all tax and financial planning services at Monotelo Advisors. He brings 20+ years of experience in the financial services industry, including 10 years of hedge-fund specific work across diverse investment products. Prior to founding Monotelo Advisors, Jim spent 7 years as a Managing Director and Partner at a Chicago-based asset management firm. Prior to his time in the asset management industry, Jim spent 9 years as a fixed-income specialist in the banking industry. Jim is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Alternative Investment Analyst with a degree in Finance from the University of Illinois - Chicago. He is an Enrolled Agent, a federally authorized tax practitioner empowered by the US Department of the Treasury to represent taxpayers before the Internal Revenue Service. Jim is also a Certified Exit Planning Advisor (CEPA®), trained to help business owners align their goals and build transferable value to successfully exit their companies. If you asked Jim where he would like to be right now, it would be in the Northwoods of Wisconsin.
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Ron Rindone, CPA
Certified Public Accountant
ron@monotelo.com
Ron is a Certified Public Accountant with more than 40 years in public accounting. Ron has extensive experience with accounting and taxation in the manufacturing and service industries. He is a member of the Illinois CPA Society. Ron has a deep understanding of the Internal Revenue Code and how it intersects with our small business owners and individual families. He has a Bachelor’s degree in accounting from the University of Illinois. Ron and his wife have one son and two grandchildren. In Ron’s free time he enjoys spending time at his home in Lake Geneva with family and friends. Little known fact about Ron: he has been to the World Series of Poker more than once! Nicknamed “Best Dressed Ron” by the Heartland Poker Tour announcers in 2016, Ron was perfectly fine with his new nickname after he walked away with $74,000 in tournament winnings.
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Gavin Tabb, CPA
Certified Public Accountant
gavin@monotelo.com
Gavin is a Certified Public Accountant and small business specialist for Monotelo Advisors. He is responsible for supporting our small business clients throughout the United States with seamless payroll, bookkeeping and monthly accounting services throughout the year. Gavin has a Bachelor’s degree in accounting from Northern Illinois University. He is an Intuit QuickBooks Certified User. Gavin and his wife have a five-year old daughter and one-year old son.
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Mike Matousek, CPA
Certified Public Accountant
Mike has extensive experience, spanning over four decades, starting as a staff accountant, and eventually becoming a partner at his own firm. His responsibilities included preparing and filing individual and business tax returns, assisting in audit field work for corporations, assessing the risk of material misstatement in financial statements, and designing audit procedures in accordance with Generally Accepted Auditing Standards (GAAS) for various accounts. As a partner at his firm, Mike was also involved in training and supervising staff, playing a leadership role in the development of his team. His current focus at Monotelo involves researching tax positions for clients to minimize tax liabilities and filing complex corporate tax returns. Mike has a wealth of experience and expertise in tax planning, auditing, and leadership within the field of public accounting.
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Jessica Padden, EA
Tax Specialist
Jessica is a tax specialist and paraplanner with Monotelo Advisors. Her expertise lies in personal tax returns and comprehensive tax planning, especially during significant life transitions. Jessica excels at deciphering the complexities of tax returns, helping clients minimize their taxes by addressing issues such as basis calculations, farm income, and company stock plans. With a Master's in Financial Planning from the American College, she is also an Enrolled Agent and Accredited Financial Counselor. Since 2011, Jessica has been dedicated to helping clients achieve more secure financial futures. Her commitment to her clients is unwavering, and she strives to provide personalized and effective financial solutions. When Jessica is not assisting clients, she enjoys spending her time reading, crafting, or hiking with her family.
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Starla Dolihite, EA
Tax Specialist
Starla is a tax specialist with Monotelo Advisors. She serves in our personal tax department where she brings her best to Monotelo clients each day. Her attention to detail and commitment to excellence are what make her special. She is passionate about studying tax law and getting into the nitty-gritty so she can apply that knowledge to make a difference in the lives of our clients. Outside of work she enjoys hiking, mountain biking, paddleboarding and serving in her church. Starla and Brian, her husband of 33 years, have three adult children and one daughter-in-law. If Starla could be anywhere right now it would be working out at the gym, or at the beach. But not just any beach! The beach has to be on the Florida Gulf Coast. Starla and her husband are Florida natives. Starla has a Bachelor Degree in Accounting from the University of West Florida. Starla is an enrolled agent, a federally authorized tax specialist that operates to provide advisory services to American taxpayers about matters concerning the Internal Revenue Service.
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Renee Katschke
Small Business Specialist
renee@monotelo.com
Renee is a small business specialist for Monotelo Advisors with over 15 years of public accounting experience. Renee works alongside Mary Bresson in our West Brooklyn office serving our small businesses and farming clients. She started her career in banking and has been providing bookkeeping, payroll and sales tax return preparation services since 2006. Renee also supports our team in preparing individual 1040, corporate and partnership tax returns.
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Marianne Richter
Engagement Manager
marianne@monotelo.com
Marianne Richter is responsible for ensuring that Monotelo is delivering a high level of customer service and meeting the expectations of Monotelo’s small business relationships. Marianne brings 13+ years of diversified training and marketing experience in the consumer goods industry to Monotelo. Marianne and her husband, Jim have two adult sons. Little known fact about Marianne: she is a certified personal trainer and health coach. If Marianne could be anywhere, it would be on a beach.
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Anita Ruffin
Accountant
Anita is a seasoned accounting professional who has served in public and corporate accounting over the course of her career. Working in the accounting department at Motorola for a decade, Anita played the role of staff accountant, compensation analyst and team leader in Motorola’s network services business. Anita holds a Bachelor of Science degree in Accounting from the University of Missouri. She and her husband have three adult children and a dog! Anita enjoys traveling, gardening, leading her BSF bible group and spending time with family. If she could be anywhere right now, she would be on the beach, in a tropical island!​​
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Cassie Beesley
Associate
Cassie is a long-time resident of Bunker Hill, and is thrilled to assist Monotelo clients in the local communities she loves. Cassie earned two bachelor’s degrees from Eureka College, one in Mathematics and one in Secondary Education. After graduating from college, Cassie worked as an administrative assistant for over 5 years, where she found her calling in accounting and her love for numbers. In her spare time, Cassie coaches girls and boys volleyball at her alma mater high school. When Cassie is not caring for the needs of Monotelo’s clients, you might find her writing her own fictional stories, or hiking and kayaking
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