William Weigel, president of Selden Fox, is proud to announce that Peggy L. Brady and Paul J. Rozek have joined Selden Fox. Peggy will serve as a quality control and training vice president, and Paul as a tax vice president.
As a member of the Selden Fox Auditing and Assurance Group, Peggy will perform independent reviews of financial statements, audit reports and high-risk areas for the firm’s clients. She will also develop and conduct the firm’s continuing education curriculum for the firm, providing technical guidance and assistance. Prior to joining Selden Fox, she has been a director of audit and accounting with McGladrey LLP since 1998.
Peggy completed her undergraduate studies at Augustana College, earning a Bachelor of Arts in accounting and business administration. She went on to study at DePaul University and was awarded a master’s degree in business administration. She is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.
Paul is a tax and estate planning specialist, and will be assisting clients and their businesses with solutions to efficiently meet their tax compliance obligations, as well as services to assist with their tax and financial planning.
Prior to joining the firm, Paul was a vice president with Baird Private Asset Management Group. His background includes serving as the financial officer for one of the country’s wealthiest families, where in addition to family office functions he provided customized tax and estate planning. This included the creation and administration of trusts, multi-generational tax minimization strategies for the extended family, and complex issues involving private foundations. Paul began his career with a large accounting firm in the private client services group, working on tax and planning issues for some of their wealthiest clients.
Paul is a licensed CPA and graduated with a Bachelor of Science in accounting from North Central College in Naperville. He continued his education with an MBA in finance and economics from Northwestern University’s Kellogg School of Management. He is also a certified financial planner (CFP) and presently serves on the Estate, Gift and Trust Tax Committee of the Illinois CPA Society.