Team
David Walker, CFP, EA
(630) 945-3391
LinkedIn David has worked in the financial services industry since 1989, shortly after graduating from the University of Illinois with a B.A. in Economics and Finance. In 1992, he earned the designation of Certified Financial Planner®...
Steven Glasson
Tax Professional
(630) 945-3391
Prior to beginning his career in financial services, Steve attended the University of Illinois at Urbana-Champaign where he obtained a B.A. degree with a concentration in Economics and Finance. Steve also had the privilege of playing...
Carol Meister, CPA
(630) 945-3391
In 1990, after graduating with an accounting degree from Roosevelt University with honors and earning her designation as a CPA, Carol accepted an auditor position with a public accounting firm in downtown Chicago. She applied that...