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, IHT Wealth Management
630-995-9664        tom.brdecka@ihtwm.com

Jock M. Cameron, CFP, JMC Financial Solutions
630-536-1025        jock@jmcfinancial.com

George Clougher, Entry Point Advisor Network
847-334-2105        gclougher@epadvisornetwork.com

Nathan Klug, Entry Point Advisor Network
630-746-4526        nklug@epadvisornetwork.com

Terry Lasko, Lasko Financial Group
847-812-1356        terrylasko673@gmail.com

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

Eric Marzinke, ProMark Planners
Website:  promarkplanners.com

Bradley J. McCreery, Entry Point Advisor Network
847-420-6584        bmccreery@epadvisornetwork.com

Kenneth McCreery, Entry Point Advisor Network
630-400-2345        kmccreery@epadvisornetwork.com

Jean Tipsword, Dolphin Computer & Accounting Services, Inc.
Website:  dolphinservicesonline.com

Michael Walsh, CPA, Michael Walsh & Associates, Inc.
847-423-2368        micwalshcpa@hotmail.com & micwalshcpa@yahoo.com

Craig Wenger, Wenger Financial Group
847-804-4532        craigawenger@aol.com