Brent Kalka, CFS

Brent joined the team at Mueller Financial Services, Inc. in May 2004. He has been in the financial services industry since September 1993, and was affiliated with WS Griffith Securities and The Financial Group from October 1994 to May 2004. Brent is a Certified Fund Specialist and is currently enrolled in the Certified Financial Planner® licensee program. He graduated with a Bachelor of Science degree in Finance, with an emphasis on accounting, from Northern Illinois University.

The areas of emphasis in Brent’s Financial Planning practice are Retirement Planning, Investment Strategies and Life Insurance.  Brent is the developer of the LifeStyle Planner™, a proprietary conceptual tool to help people understand both the accumulation and distribution of their wealth and the impact their decisions have on the outcome.  His approach is based on the belief that the process needs to start with the fundamentals and that it is essential to gain thorough insight into one’s financial situation in order to truly deliver value; even when addressing only a single need.

Brent is also the co-developer of the Personal Value Plan, our firm’s specialized, multi-disciplined process to assist in Life Planning for business owners done through a team effort.

Brent has actively supported the Illinois Special Olympics, the MDRT Foundation and the Y-ME National Breast Cancer Organization.

Currently Brent lives in Arlington Heights with his wife Denise,  a Speech Pathologist, and their sons Evan and Jaret. Some of his personal interests are: playing men’s competitive ice hockey, inline skating, swimming, golfing, reading spy/thriller books, watching the History Channel, traveling, and being with family and friends!