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... Marquette University and a M.A. in Economics from DePaul University. Mike was also an Economics instructor at Moraine Valley Community College. He has the designations Charted Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional.
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... multiple generations. He focuses his practice on the development and implementation of trust, estate, wealth transfer, tax planning, guardianship, real property transactions, charitable planning, and fiduciary planning for high-net-worth individuals and families. He ...
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... from Benedictine University. He is also a graduate of National Graduate Trust School at Northwestern University, a graduate of DePaul Financial Planning Certificate, is a CPA, CFP®, and holds a FINRA Series 65 License.
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... a Master of Science in Finance degree also from the University of Illinois Urbana-Champaign. He is a holder of the FINRA 65 license and has the designations Chartered Financial Analyst and Certified Financial Planner
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... Rockford Business College, attended Bradley University, is a graduate of the Trust School from the University of Wisconsin and National Graduate Trust School at Northwestern University where she received her Certified Trust Financial Advisor (CTFA).
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... Trust Fund, co-manages major institutional accounts as well as managing individual accounts. Rich is a Certified Financial Planner (CFP®). He earned a B.A. from Governor’s State University, an MBA from St ...
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... has a M.B.A. from University of Chicago Booth School of Business and is a Chartered Financial Analyst®. Steve is a member of the CFA Society of Chicago and of the CFA Society ...
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Edward "Ed" J. Gorenz is a Vice President and Trust Officer with Old Second Bank’s Wealth Management Group. With over 27 years of trust and investment experience, Ed manages personal trust and estate administration ...
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... designation from the Institute of Certified Bankers. She earned a B.A. in Management, with honors, from Benedictine University. Michele is a member of the Fox Valley Estate Planning Council and DuPage Estate Planning Council.
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Stephen F. Ver Halen CPA PC is a certified public accountant in Aurora, Illinois. Planning your finances and taxes seems like a simple process, but there are nuances and tricks that are often overlooked by ...
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939 Oak St, North Aurora, IL
3179 Kingbird Lane, Naperville, IL
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201 N Constitution Dr, Aurora, IL
1444 North Farnsworth Ave., Aurora, IL