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Financial Asset Management
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Charitable Giving Strategies
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Estate Planning Services
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Roth IRA Conversion Strategies
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Who We Are
Our Wealth Management Firm
Our Financial Services Team
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What’s New
Advisor Insights 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
Our Financial Services Team
Asset Wealth Management & Investment Philosophy
Forms, Policies & Disclosures
What’s New
Advisor Insights Blog
Cybersecurity Advisors
Financial Advisor 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
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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
