DHJJ Financial Advisors Promotes Kathy Byrne to Principal
For Immediate Release
Byrne offers investment management, financial planning, and retirement plan services
NAPERVILLE, IL – September 28, 2018 – DHJJ Financial Advisors announces the promotion of Kathy Byrne, CPA, CFP®, to Principal. Byrne delivers investment management and financial planning for individuals and their families as well as retirement plan services for businesses.
“Kathy truly deserves her latest promotion to Principal,” DHJJ Financial Advisors Managing Principal, Paul Minta said. “Her character, integrity, technical skills, and passion for serving her clients are just a few of the traits that make Kathy worthy of this honor.”
Kathy joined the firm 4 years ago and serves her clients as a financial adviser with DHJJ Financial Advisors and a tax specialist with our affiliate DHJJ Certified Public Accountants and Business Advisors. She has significant experience in income tax compliance and planning, trust taxation, and wealth preservation strategies for multi-generational families and private clients. Kathy graduated from Northern Illinois University with a Bachelors of Accounting and a Masters of Accounting.
“Our firm has such a strong core, including a strong core of women, that sets us ahead of other firms in client service,” Byrne said. “I’ve always been working to attain this level and it means a lot that the other principals have the confidence to have me in the leadership group.”
About DHJJ Financial Advisors
DHJJ Financial Advisors is a Registered Investment Advisory Firm that has been providing asset management and financial planning services to its clients since 1988. For over 25 years, our team of dedicated investment advisors has worked closely with our clients to produce unique investment portfolios designed to meet their personalized needs. DHJJ Financial Advisors is affiliated with DHJJ Certified Public Accountants and Business Advisors. For more information, please visit www.dhjjfinancial.com.