Dwain offers a client-centered approach to wealth management, which is sophisticated, but underpinned by down-to-earth commonsense. He brings over 30 years of experience and knowledge from different facets of the financial services industry to each client relationship. When asked what he most enjoyed about his work Dwain replied, "It is extremely rewarding to help individuals and families achieve their dreams. I have many clients who are currently enjoying a secure retirement. I am glad to have played a major role in making that happen."
He received his BS in Accounting from the University of Illinois at Chicago in 1970 and in 1974 became a Certified Public Accountant. He joined Mueller & Co., LLP accounting firm in 1976 and achieved partner in three years. Dwain then progressed onto President of Mueller Financial Services, Inc., one of the four entities owned by the partners of Mueller & Co., LLP.
Mueller Financial Services, Inc. provides comprehensive financial planning customized to the needs of its clients. In 1986, Dwain acquired his Certified Financial Planner® designation. The examination for the CFP® designation tested his ability to apply his financial planning knowledge to client situations. Dwain is a member of the following financial associations:
- American Institute of Certified Public Accountants
- Illinois Society of Certified Public Accountants
- The Financial Planning Association
Dwain's accomplishments include: appearing as a financial expert on Fox Business News in 2008 and 2009. Co-authoring "Guide to Personal Financial Planning", published by Practitioners Publishing Company. Frequently contributing articles to area publications on business and financial topics.
In 1997, Dwain became a registered representative with 1st Global Capital Corp. to better facilitate clients in reaching their financial goals. His activities are regulated by the Financial Industry Regulatory Authority (FINRA) established to protect consumers.
