Providing professional tax and investment advice for more than 15 years, Dave is extremely knowledgeable in the financial arena and stays abreast of current tax developments and investment trends. Beginning his career as a high school economics instructor, Dave possesses a unique quality-one of being an investment professional who not only is astute, he is extremely approachable and understandable. Today, in addition to being the President and founder of Benchmark Capital Group, Dave regularly speaks at colleges and conducts tax-planning seminars for school districts and corporations.

Dave received his BA from Eastern Illinois University in History, is a Certified Financial Plannerª, FINRA-65 uniform investment advisor law licensed, FINRA-24 registered principal, FINRA-7 registered representative, tax practitioner, and licensed insurance agent for life, health, long-term care and variable contracts.

A licensed Illinois CPA, Kelli began her career in public accounting at what was then one of the "Big Eight" accounting firms. While in public accounting, she focused on the financial services industries from both a financial and computer-auditing perspective. Kelli also has experience in industrial accounting, where she specialized in operational, financial, and computer effectiveness and efficiency.

Kelli has provided accounting and tax services for Benchmark Capital Group's business clients for more than 12 years. Her specialty is being able to help you customize your accounting systems to meet your specific business needs, no matter how small or large.

Kelli graduated from St. Norbert College, DePere, Wisconsin, with a BBA in accounting and a concentration in computer science. She went on to pass the CPA examination on her first attempt. She currently is a Quickbooks Professional Advisor and has been a system user for more than 12 years.