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
55 S. Main St., Suite 296, Naperville, IL 60540
630-995-9664        tom.brdecka@ihtwm.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

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
675 N. North Ct., Suite 275, Palatine, IL 60067
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, Michael Walsh & Associates, Inc.
3361 Howard St., Skokie, IL 60076
847-423-2368        micwalshcpa@hotmail.com & micwalshcpa@yahoo.com

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