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Asset Management
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Charitable Giving
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Estate Planning
Income Tax Planning
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Roth IRA Conversion
Who We Are
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Our Team
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What’s New
Advisor Insights
Cybersecurity
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What We Do
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
630 420 1360
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Cammy Corso, CPA, CFP®, CDFA™
Principal
630 420 1360
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Kathy Byrne, CPA, CFP®
Principal
630.420.1360
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Jordan Johnson, CPA
Senior Associate
630 420 1360
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Administrators
Breea Burtch
Administrator
630 420 1360
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Denise Mittman
Administrator
630 420 1360
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Patty Minta
Compliance Coordinator
630 420 1360
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