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

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

Nathan Klug, American Financial Associates, Inc.

Terry Lasko, Lasko Financial Group
675 N. North Ct., Suite 275, Palatine, IL 60067

Charles A. Lutzow, CAL Financial Group, Inc.

Eric Marzinke, ProMark Planners

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

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