THE MONOTELO TEAM
Jim Richter, CFP®, CAIA®, EA
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 Chartered Alternative Investment Analyst with a degree in Finance from the University of Illinois - Chicago.
Jim 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.
Gina Gucciardo, CPA
Certified Public Accountant
Gina is a Certified Public Accountant with over 35 years in public accounting.
Gina and her team provide tax and accounting services to small businesses throughout Macoupin County and the surrounding area. She spends a good portion of her time volunteering and serving on non-profit boards. She enjoys exercise and runs nearly five miles a day five days a week. She likes to travel and spend time with her family, friends, and pets. Gina has the distinct honor of being the very first graduate of of Blackburn College's Accounting program.
Gina and her husband have two adult children, one grandchild and two dogs!
Steve Watts, CPA
Certified Public Accountant
Steve is a Certified Public Accountant with an MBA and the CIRA certification.
He has extensive banking and accounting experience with direct knowledge of the challenges faced by small business owners. He has developed and implemented various automated programs for management and financial reporting. During his 13 years on the banking side, Steve has prepared financial statements as well as examined and analyzed the financial statements and cash flow for thousands of companies. He is a member of the American Institute of Certified Public Accountants, Illinois CPA® Society, National Association of Tax Professionals, Association of Insolvency and Restructuring Advisors and Turnaround Management Association.
Steve and his wife have two adult children.
Gavin Tabb, CPA
Certified Public Accountant
Gavin is a Certified Public Accountant and small business specialist for Monotelo Advisors.
He is responsible for overseeing the staff that delivers a premium level of service to more than one thousand clients throughout the year. Gavin has a Bachelor’s degree in accounting from Northern Illinois University. He is an Intuit QuickBooks Certified User and he supports our small business clients throughout the United States with seamless payroll, bookkeeping and monthly accounting services.
Gavin and his wife, Elise have a five-year old daughter and one-year old son.
Michael Baumeister, CFP®, EA
Michael is a CERTIFIED FINANCIAL PLANNER™ for Monotelo Advisors.
Michael provides solutions to client’s complex financial planning in a thorough, cost-effective manner. He is the point of contact for all financial planning clients to ensure a constant channel of communication and oversight. His personal experience brings an expertise in the fields of asset allocation, estate planning, insurance review, tax planning and comprehensive financial planning. Michael has a Bachelor’s degree in accounting from Judson University.
Michael 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.
Michael lives with his wife, Sarah, and their two-year-old son.
Addy is an accountant for Monotelo Advisors.
Addy graduated from Southern Illinois University in Edwardsville with a Bachelor’s degree in Accounting. She has 18 years of public accounting experience including preparation of individual, partnership, corporate and estate/trust tax returns. Addy serves Monotelo's small business clients with preparation of payroll, sales tax, bookkeeping and monthly accounting services. When she is not busy exceeding our clients' expectations, she is running around with her three boys to all of their sporting events. She loves to travel, especially anywhere there is a beach!
Addy and her husband live on their family farm with their three boys.
Lisa is a small business specialist for Monotelo Advisors.
Lisa has 24+ years of experience in tax return, payroll, sales tax and bookkeeping preparation and review in the Gillespie and Carlinville offices. She strives to help clients with their financial needs in the ever-changing tax system. She enjoys spending time with her family, her church family and doing anything outdoors. She also enjoys spending time on her craft projects and she plays several musical instruments.
Lisa lives in Mt. Clare, IL with her pets.
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. Working in senior management roles at Kraft Foods for more than a decade, she had national profit and loss responsibility for consumer brands. In addition to her brand management responsibilities, she also played the role of national trainer, traveling around the country training Kraft's emerging managers.
Marianne and her husband, Jim live with their two sons who are both in college.
Roger plays a key role in developing relationships with small business owners for Monotelo Advisors. He sets appointments for our CEO and helps promote our Second-Act Planning® program to colleges and universities across the country. Roger has a degree in computer science and plays multiple musical instruments.
Roger and his wife, Diane have been married for 6 years.