Skip to content
Client Area
CALL US 630.420.1360
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 Team
Investment Philosophy
Forms, Policies & Disclosures
What’s New
Advisor Insights
Cybersecurity Advisors
Financial Advisor Webinars
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 Team
Investment Philosophy
Forms, Policies & Disclosures
What’s New
Advisor Insights
Cybersecurity Advisors
Financial Advisor 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
