Professionals Working Together

I value my relationships with financial planners, CPAs, insurance professionals, real estate brokers and agents and other professionals with whom I engage in serving our clients. I welcome the opportunity to collaborate with a client’s professional advisors.

 

Among the client service partners with whom I have worked are the following:

Tom Brdecka, Northpoint Asset Management
Website:  northpointasset.com

James P. Cahill, CLU, The Cahill Insurance Group, LLC
279 N. Park Blvd., P.O. Box 2936, Glen Ellyn, IL 60137
(630) 399-2360        james.cahill@cinsgrp.com

Nathan Klug, American Financial Associates, Inc.
Website:  afacompany.com

Terry Lasko, Lasko Financial Group
675 N. North Ct., Suite 275, Palatine, IL 60067
847-812-1356        laskofinancialgroup@mindspring.com

Charles A. Lutzow, CAL Financial Group, Inc.
Website:  calgrpinc.com

Eric Marzinke, ProMark Planners
Website:  promarkplanners.com

Jean Tipsword, Dolphin Computer & Accounting Services, Inc.
(a part of Wenger Financial Group)
Website:  dolphinservicesonline.com

Craig Wenger, financial planner, with Wenger Financial Group
639 First Bank Dr., Palatine, IL 60067 (847) 202-0347