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Our Wealth Management Firm – Chicago
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What’s New
Advisor Insights | Investment Blog
Cybersecurity Advisors
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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 Wealth Management Firm – Chicago
Our Financial Services Team
Asset Wealth Management & Investment Philosophy
Forms, Policies & Disclosures
What’s New
Advisor Insights | Investment Blog
Cybersecurity Advisors
Financial Advisor Webinars
Newsletter Sign Up
Contact Us
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Financial Advisors
Paul Minta, CPA, CFP®
Managing Principal
630 420 1360
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Terry Cicero, CPA, CFP®
Principal
630 377 1106
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Cammy Corso, CPA, CFP®
Principal
630 377 1106
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Kathy Byrne, CPA, CFP®
Principal
630 377 1106
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Jordan Johnson, CPA
Manager
630 420 1360
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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
