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