Zach Dockman has been a financial advisor for nine years, and has worked in the financial industry for most of his life. Zach grew up in his parents’ wealth management firm, which taught him many valuable lessons on investing, money and how people view the two areas together. Zach is certified as an Accredited Asset Management Specialist (AAMS) and a Certified Plan Fiduciary Advisor (CPFA).

Zach specializes in company retirement plans, as he loves educating employees on all aspects of financial planning.

Allan is the Managing Partner of Lopata, Flegel & Company and has been with the firm since its inception in 1990. He has worked for 37 years in public accounting, including eight years with Lopata Flegel’s national predecessor firm.

Allan’s client-service responsibilities are primarily in the ERISA, accounting, auditing, financial reporting, business and tax planning areas. He focuses on serving owner-managed businesses in manufacturing, distribution, retail and service industries. His expertise also includes mergers and acquisition where he’s lead many due diligence projects, and succession. Allan serves as Treasurer on two not-for-profit boards.

Kelli joined Lopata, Flegel & Company in 2004, after receiving both her Bachelors and Master degrees in Accounting from Saint Louis University. Kelli takes a consultative approach to working with clients, learning their specific goals and priorities, and focusing on delivering services tailored to their needs. With a deep focus on ERISA work, Kelli also has extensive experience in accounting, auditing, financial reporting, and individual/business tax. She serves clients in a range of industry sectors including distribution, construction, manufacturing and retail and is a member of the AICPA and the MOCPA.