Team Members

  • Patke Team Members
    Experienced and Driven.

    Paul F. Patke, CPA
    Managing Shareholder

    Paul.Patke@patke.net | (847) 913-5400, ext: 220

    Mr. Patke is the Managing Principal of Patke & Associates, Ltd. He has over 32 years of experience in public accounting. Mr. Patke leads the Focused Audit Group which services the investment partnership and broker/dealer industries. He also has extensive experience in business consulting, taxation, management information, business valuation and estate planning.

    Mr. Patke started his career at a national public accounting firm auditing labor unions, health, welfare and pension funds. He has held supervisory and management positions with prominent local CPA firms in the Chicago area. In 1985, he participated in the formation of the accounting practice Jordan, Patke, Hafft & Company. In July, 1990 he formed the accounting firm Jordan, Patke & Associates, Ltd. In June, 2009 the firm changed its name to Patke & Associates, Ltd.

    Practice Group(s)

    • Investment Partnerships
    • Broker Dealers
    • Retirement Plans

    Education

    • Bachelor of Science in Accounting, Marquette University
    • Over 1,000 hours of continuing professional education and advanced study

    Professional affiliations

    • American Institute of Certified Public Accountants (AICPA)
    • Illinois Society of Certified Public Accountants (ICPAS)
    • National Association of Security Dealers (NASD

    Ron Niemaszyk
    Shareholder

    Ron.Niemaszyk@patke.net | (847) 913-5400, ext: 230

    Ron is the principal in charge of practice development for the firm. In addition, he also coordinates all of the firms investment partnership and broker/dealer audits. He started his career at a large international accounting firm auditing a variety of companies including banks and real estate partnerships. Managing a team of 7 professionals, he has experience working with a variety of regulatory agencies, including the NFA, SEC, FINRA and CFTC.

    Ron has a special appreciation of the entrepreneurial process. As the organizer and general partner of a variety of real estate and other investment partnerships, he has a deep understanding of every phase of the process. He regularly assists our clients on matters ranging from structuring agreements and locating capital, to ongoing investor relations and tax and regulatory compliance.

    Practice Group(s)

    • Investment Partnerships
    • Broker Dealers

    Education

    • Bachelor of Science in Accounting, University of Illinois

    Amy Bleibel, CPA, CFE

    Amy.Bleibel@patke.net | (847) 913-5400, ext: 350

    Amy began her career working for one of the top-tier public accounting firms. She has held various accounting and auditing roles throughout her career including working in the risk advisory department at a large consulting firm and working as an internal auditor at an international real estate investment trust. Before joining the firm, Amy was Vice President of Accounting and Investor Relations at a multifamily/affordable housing investment company.

    At Patke & Associates, Amy is involved in the planning and performance of investment partnership audits.

    Practice Group(s)

    • Investment Partnerships

    Education

    • Bachelor of Science in Accounting, University of Illinois Urbana-Champaign
    • Master of Accounting Science, University of Illinois Urbana-Champaign

    CPA

    • Passed Exam 2004, Illinois

    Lisa Clausen

    Email | (847) 913-5400, ext: 340

    Lisa began her career as an auditor with one of the top-tier accounting firms. After working four years in public accounting, she went to a global healthcare company as a senior financial analyst working her way to manager through various positions within the financial accounting and reporting functions.

    At Patke & Associates, Lisa is involved in auditing various investment partnerships.

    Practice Group(s)

    • Investment Partnerships

    Education

    • Bachelor of Business Administration, St. Mary’s College

    CPA

    • Passed Exam 1994, Illinois

    Lori Judy, CPA

    Lori.Judy@patke.net | (847) 913-5400, ext: 345

    Lori’s career as a CPA, auditor and financial analyst has included challenging roles within a Big 4 accounting firm, as well as several Fortune 100 companies. Throughout her career, she has served clients in a variety of industries in the public, private, and nonprofit sectors. Lori has lived and worked across the globe and has enjoyed stints in New York, St. Louis, and Hyderabad, India. Now in Chicago with Patke & Associates, Lori plans and performs audits and provides tax services for several investment partnerships.

    Practice Group(s)

    • Investment Partnerships

    Education

    • Masters of Accountancy, Truman State University
    • Bachelors of Science in Accountancy, Truman State University

    CPA

    • Passed Exam 1996, Missouri

    Niki Kooyman

    Niki.Kooyman@patke.net | (847) 913-5400, ext: 320

    Like most of our audit staff, Niki started her career at one of the large international audit firms. During her tenure with that firm she worked on audit clients from a wide range of industries including: HighTech, Manufacturing and Retail. Before she signed on with Patke & Associates, Niki also held the position of controller for two small companies.

    At Patke & Associates, Niki works primarily with clients in the broker/dealer and investment partnership industries. In addition to handling the audits of several of our most valuable clients, Niki also regularly assists in the development of our firm audit guidelines and the training of our staff.

    Practice Group(s)

    • Investment Partnerships
    • Broker Dealers

    Education

    • Bachelor of Science, California Polytechnic State University, San Luis Obispo

    CPA

    • Passed Exam 2000, California

    James G. Lensing

    James.Lensing@patke.net | (847) 913-5400, ext: 335

    James began his career in the financial services industry group of a top-tier audit firm. He also has experience working as the accounting manager of a commodity pool operator and held various positions within the accounting and regulatory departments of a multinational futures commission merchant and broker/dealer. James led the accounting department for a third party fund administrator in his most recent position.

    At Patke & Associates, Ltd. James is involved in the planning and performance of all investment partnership and broker/dealer audits. His exposure to all aspects of the investment partnership industry as well as the accounting and regulatory matters of futures commission merchants and broker/dealers makes him a valuable asset to our firm and the clients that work with him.

    Practice Group(s)

    • Investment Partnerships
    • Broker/Dealers

    Education

    • Bachelor of Arts in International Accounting and Spanish, St. Ambrose University

    CPA

    • Passed Exam 2003, Iowa

    Scott Lingenfelser, CPA
    Accounting & Tax Manager

    Scott.Lingenfelser@patke.net | (847) 913-5400, ext: 218

    Education

    • Bachelor of Science in Accounting, Southern Illinois University

    Tina Osborne, CPA

    Tina.Osborne@patke.net | (847) 913-5400, ext: 325

    Tina began her career as an auditor with two of the top-tier accounting firms. She then spent seven years with a fortune 100 company taking a leading role in various aspects of the financial accounting and reporting function. She also served as a senior financial analyst with a large division of the company.

    At Patke & Associates, Tina is involved in auditing various investment partnerships and broker/dealers.

    Practice Group(s)

    • Investment Partnerships

    Education

    • Bachelor of Science in Accounting, Purdue University

    CPA

    • Passed Exam 1994, Illinois

    Russ Planert, CPA

    Russ.Planert@patke.net | (847) 913-5400, ext: 216

    Rusty is a staff accountant at the firm focusing on both audit and tax services for investment partnerships. He has helped reinvigorate the tax department at Patke & Associates.

    Education

    • Masters of Accounting Science – Northern Illinois University
    • Bachelor of Science in Accountancy – Northern Illinois University

    CPA

    • Passed Exam 2012, Illinois

    Lisa Polhans, CPA

    Lisa.Polhans@patke.net | (847) 913-5400, ext: 315

    Lisa began her career working for a large regional public accounting firm. She has held several positions with most of her career spent working as an accountant for a real estate investment trust. Her experience working in different capacities for companies in a variety of industries gives her a unique insight into the accounting and audit process.

    At Patke & Associates, Lisa is involved in the planning and performance of investment partnership audits. As one of the first members of our audit team, Lisa has experience auditing numerous investment partnerships.

    Practice Group(s)

    • Investment Partnerships

    Education

    • Bachelor of Science in Accounting, Greenville College

    CPA

    • Passed Exam 1999, Illinois

    Shana Sparber, CPA

    Shana.Sparber@patke.net | (847) 913-5400, ext: 310

    Shana is a manager at the firm focusing on investment partnerships and retirement plans. She has a special interest in small businesses and start-up entities also earning an MBA with a management and entrepreneurship focus. Before joining the firm, she worked at a top-tier public accounting firm and was the Manager of Accounting & Finance at a communications and marketing company.

    Practice Group(s)

    • Investment Partnerships

    Education

    • Bachelor of Science in Accounting, University of Illinois
    • Master of Business Administration, University of Wisconsin at Madison

    CPA

    • Passed Exam 1995, Illinois

    Melissa Strength, CPA

    Melissa.Strength@patke.net | (847) 913-5400, ext: 355

    Melissa began her career at one of the large international accounting firms. She has worked in various areas of taxation throughout her career including serving large corporate and small business clients while working in public accounting. Most recently, she worked in the corporate tax department of a large private manufacturing company where she gained specialty knowledge in the areas of international and partnership taxation.

    At Patke & Associates, Melissa is involved in tax planning and preparation for our investment partnership clients.

    Practice Group(s)

    • Investment Partnerships

    Education

    • o Bachelor of Science in Accounting, The University of Texas at San Antonio
    • o Masters of Science in Accounting, The University of the Incarnate Word

    CPA

    • Passed Exam 2008, Texas

    Sarah Williams, CPA

    Sarah.Williams@patke.net | (847) 913-5400, ext: 330

    Sarah began her career as an auditor at a large accounting firm serving entrepreneurial, middle market businesses. She continued her career as a senior accountant of a global real estate investment management firm. At Patke & Associates, Sarah has primarily performed audit and tax services for investment partnerships. Sarah also regularly assists with development of our firm audit guidelines, and more recently is focusing on advancing the tax department and tax training processes.

    Practice Group(s)

    • Investment Partnerships

    Education

    • Bachelor of Science in Business Economics, Wheaton College
    • Master of Accounting Science, Northern Illinois University

    CPA

    • Passed Exam 2001, Illinois

    Nancy Kline
    Administrative Assistant

    Nancy.Kline@patke.net| (847) 913-5400, ext: 210