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What We Do
Financial Asset Management
Financial Planning
Charitable Giving
Divorce Financial Planning
Estate Planning
Income Tax Planning
Retirement Planning
Roth IRA Conversion
Who We Are
Our Firm
Our Team
Investment Philosophy
Forms, Policies & Disclosures
What’s New
Advisor Insights
Cybersecurity
Webinars
Newsletter Sign Up
Contact Us
Important Disclosure
Financial Advisors
Paul Minta, CPA, CFP®
Managing Principal
630 420 1360
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Terry Cicero, CPA, CFP®
Principal
630 377 1106
LinkedIn
Cammy Corso, CPA, CFP®, CDFA™
Principal
630 377 1106
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Kathy Byrne, CPA, CFP®
Principal
630 377 1106
LinkedIn
Jordan Johnson, CPA
Manager
630 420 1360
LinkedIn
Administrators
Breea Burtch
Administrator
630 377 1106
Denise Mittman
Administrator
630 420 1360
Patty Minta
Compliance Coordinator
630 420 1360
