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About
Certified Public Accountant and Accredited Investment Fiduciary (AIF) with over 22 years experience, brings his clients a breadth of strategic financial and practical expertise. He has distinguished himself as a creative problem solver, drawing on his knowledge of accounting, investment and pension-planning to help clients create optimal structures for their businesses including tax-favored pension plans. As an Accredited Investment Fiduciary (AIF) for pension plans, he strives to help reduce or limit fiduciary liability for owners of pension plans. He takes pride in developing custom solutions for every client, whether it involves tax planning, creating large or small pension programs, or simply offering sound advice about a current problem.Company Spotlight in Tech

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Kelly Conway

Entara
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Linda Maclachlan

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John DeBlasio

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G2 Crowd
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Tim Handorf

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John Robinson

Insyte Consultacy Services
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Raj Jha

Trading Technologies
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Rick Lane

Techweek
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Amanda Signorelli

Solstice Mobile
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Sandstorm Design
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Sandy Marsico

ObjectWave
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Sam Cinquegrani

Inquidia
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Steve Miller

Sixième Son
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Steve Valentor

Raise The Bar Consulting
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Aaron Levy

Amount
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Adam Hughe

Chicago Public Library
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nuphoriq
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Erin Walter

Waident Technology Solutions
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John Ahlberg

SwiftIQ
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Jason Lobel

Medcor
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Curtis Smith

4C Insights
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Alok Choudhary

555 International
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James Geier

AArete
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Loren Trimble

Kapow
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Chris Brown

Objective Paradigm, Inc.
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Kevin Krumm

SAP Fieldglass
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Jai Shekhawat

Impact Engine
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Jessica Droste Yagan

Intersog
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Igor Fedulov

NowSecure
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Andrew Hoog

BCDVideo
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Jeff Burgess

SP+ (SP Plus)
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Marc Baumann

Jiobit
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Earlybird Software
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Andrew Parnell

Codeverse
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Katy Lynch

KENTECH Consulting Inc.
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Kenneth Coats

Hireology
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Illinois Technology Association (ITA)
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Julia Kanouse

Chicago Innovation Exchange
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John Flavin

Punchkick Interactive
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Zak Dabbas

Gogo
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Ash EIDifrawi