Meet the team!

Financial Self Reliance - Scott Bretl

Scott E Bretl, CPA

Scott is the President and Founder of FSR Certified Public Accountants, Ltd.  After graduating from Illinois State University in 1974, he worked for several years before moving his CPA practice from Chicago to Elmhurst, his hometown, in 1987.  He has been a CPA for over 30 years and a Financial Planner for over 20 years.  Scott has held hundreds of educational seminars both locally and throughout the United States on topics such as College Planning, Social Security Planning, and Tax-Free Retirement Planning.  He loves working with individuals to plan for their financial future.  Likewise, he is just as driven when it comes to helping business owners maximize the value they get out of their businesses.  Please feel free to reach out to Scott with any accounting, financial planning or insurance questions.

On a personal note, Scott lives in Elmhurst with his wife Kris.  Together, they have three grown children:  Josh, James and Jessica.  When he’s not in the office, most likely he is still thinking about the office and his clients.  He loves playing golf and reading.  His greatest joy these days, however, is being “Grandpa” to his twin grandsons.

Bob Bretl

Robert C Bretl

Like his brother, Scott, Bob is a graduate of Illinois State University.  He started working with Scott in the 1980s and FSR has been a family company ever since.  Bob manages the day-to-day accounting functions and the accounting team.  He enjoys meeting and interacting with both individual and business clients.  Give Bob a call if you have accounting questions.

Bob loves to golf and once tax season is over, you will probably find him at the driving range or on the golf course.  Bob and wife Judy live in Elmhurst and are the proud parents of two grown children.  They have been making lots of trips to Champaign recently to visit their new grandson!

Joshua E Bretl, CPA

Josh is the oldest son of Scott.  Josh earned a degree in Accountancy from the University of Illinois at Urbana-Champaign’s College of Business.  Two days after graduation, in June of 2003, Josh came to work at FSR.  Josh is the firm’s Senior Advisor, specializing in Tax-Free Retirement, College Planning and Special Needs Planning.  Like his father, he enjoys helping clients plan for their financial future.  In addition, he is the past Treasurer of the Elmhurst Heritage Foundation and the past President of the Elmhurst Lions Club.

Josh met his wife, Melissa , at U of I and they recently became parents to twin sons, Alex and Zach.  He is really looking forward to the day when he and the boys can start playing baseball and shooting hoops together.  Besides spending time with his family, his interests include economics, new technologies, travel, golf, wine and good food.

Richard Traversa, CPA

Rick has been a part of the Bretl team for more than 15 years.   He is a graduate of University of Illinois Chicago and has a wealth of knowledge as an accountant with over 30 years of public accounting experience.  He is especially familiar with tax and compliance and specializes in small business accounting.  If you have had the pleasure of working with Rick, you will agree that he is a “man of a few words” but will complete your work in a very timely and organized fashion.

Rick and his wife, Tina, live in Winfield and are the parents of two outstanding student athletes.  They have spent countless hours traveling to watch their daughter play basketball for Hope College and their son play baseball and basketball for Wheaton North.  Both kids have received many awards and have set school records for their achievements.  Needless to say, Rick and Tina are mighty proud parents!

 

Sandy Heinz

Sandy has worked with the Bretl family since the 1990s.  She is our Office Manager and Client Services Manager which basically means she makes sure everything is running smoothly and all clients and prospective clients are happy and well taken care of.  She is our office wife/mother/daughter/sister/friend and enjoys that role immensely.

Sandy also has the privilege of being the team member who lives the closest to the office but her three block commute can be stressful at times.  Sandy has three grown sons and two daughters-in law.  She and her fiancé, Grady, enjoy traveling, fishing and watching her boys play softball.

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Deidre Connolly

Deidre joined FSR in 2008 following a career at Harris Bank.  A business relationship with Scott turned into a friendship with Scott, Kris and the Bretl family that has spanned 25 years.  Deidre’s primary focus is coordinating College Planning, Social Security and Tax-Free Retirement Workshops and following up with prospective clients.  She also writes wonderful articles for our bi-monthly magazine, American Lifestyle.

Deidre and husband Tom live in River Forest in their nearly empty nest.  All three daughters are gainfully employed and two of the three are feathering their own nests.  They enjoy traveling both with family and friends and are avid tennis players.

Jeri DiPasquale

Jeri joined FSR in the Fall of 2012 as a Client Services Associate after 11 years as Director of Religious Education at a Catholic Church.   It is her voice you will usually hear when you call our office and her smiling face you will first see when you walk through our doors.

Jeri is the proud mother of two adult children and loves to spend time with them and her extended family whenever she can.  She also enjoys attending movies, live musicals and classical music performances.  Ballet is definitely her passion.  She has been teaching ballet for over 35 years and still continues to do so in the evenings and on the weekends.

Sean Papreck

Sean graduated from the University of Iowa with a degree in Finance in 2012.  He came to FSR shortly thereafter as an Associate Advisor.  On a daily basis, he is very busy talking to clients, processing applications, monitoring clients’ holdings, and handling whatever else lands on his desk.  He also is responsible for sending out our “Thought of the Week.”

On a personal note, Sean keeps trying to win at Fantasy Football and Baseball.  He and his girlfriend like to spend time with friends exploring the many “hotspots” in Chicago.  Since joining FSR, he has become very brave about trying new foods.

Jill Donaldson, CPA

Jill’s initial background was in audit and serviced labor unions, health and welfare pension funds and non-profits.  She came to FSR in October of 2013 to assist with bookkeeping, payroll, compilation and tax preparation.  Jill has become our “Go to Person” when it comes to dealing with governmental agencies.  Her patience and determination to get problems resolved is always appreciated.

Jill and her family enjoy exploring the outdoors, traveling to new places and experimenting in diverse cuisines together.  She likes to train for triathlons, travel, listen to live music and take guitar lessons.  She also serves in various volunteer positions at the schools her son and daughter attend.

Diane Koczor

Last fall, we welcomed Diane back to the FSR family.  She worked with us for many years in the past and we are thrilled to have her with us again.  Diane does bookkeeping, accounting, payroll and tax preparation.  She is a QuickBooks Pro Advisor and is Bill.com certified.  She is great at interacting with clients and has an infectious laugh that we all enjoy hearing on a daily basis.

Diane and husband Mike and their three kids have lived in Elmhurst for over 20 years.  They have a huge circle of friends and family and it is always fun to listen to all the adventures and outings they plan.  In her “free” time, she enjoys camping and crafting.