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Estate Planners in Illinois

Estate Planners in Chicago, IL

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120 results found

Jeffrey Marciniec Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Manager • Owner • Operations Manager • Chief Executive • Financial Manager • Historian • Finance and Accounting Specialist • Account Manager • Production Manager • Office Runner • Analyst • Analysts • Courier • Bachelor of Science • Property Manager • Real Estate Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Controller at County Cork LLC
Title:
Experienced CPA / IT / Finance Professional
Location:
Greater Chicago Area
Industry:
Accounting
Work history:
County Cork LLC - Skokie, ILControllersince Nov 2012North American Corporation of Illinois Senior Accounting ManagerJan 2011 - Jul 2011
Full Profile

Norm Mindel Chicago, IL

Professions & Specialties

Estate Planner • Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Owner • Co-Founder • Manager • Executive Vice President • Chief Executive • Founder • Founding Member • Operations Manager • Financial Manager • Vice President • Counselor • Speaker • Advisor • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner • Trust Law Attorney • Lawyers

Experience & Education

Position:
Principal, owner and co-founder at Forum Financial Management, LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Forum Financial Management, LLC Principal, owner and co-foundersince Jan 2001Genworth Financial Executive Vice President of Genworth Financial Investment Services, subsidiary2004 - 2007
Skills:
Current specialty: author, See my new book, "Wealth Management in the New Economy, " already listed ...
Full Profile

Noula Kotsopodis Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Administrative Associate • Administrative Clerk • Clerical Specialist • Paralegal • Litigation Support Specialist • Financial Manager

Experience & Education

Work

Company:
Csep
Financial services agent/ chartered senior estate planner
Company:
National taxpayers united of illinois - Chicago, IL
Paralegal and administrative assistant
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Ronald Hansbrough Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Hansbrough Finanacial Services
Title:
Owner, Hansbrough Finanacial Services
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Hansbrough Finanacial Services Ownersince Mar 1987
Full Profile

Charlene Macias Chicago, IL

Professions & Specialties

Owner • Chief Executive • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative

Experience & Education

Position:
Owner at Timesavers Estate Sales
Title:
Owner - TIMESAVERS ESTATE SALES
Location:
Greater Chicago Area
Industry:
Consumer Services
Work history:
Timesavers Estate Sales Ownersince May 2003
Estate Planner Legal Network
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Brian Rubin Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Director • Board Member • Chairman of the Board • Chief Executive • Operations Manager • Management Team Executive • Commissioner • Law Specialist • Mediator • Lawyers • Financial Manager • Community Service Manager • Of Counsel • Jurist • Legal Counsel • Butler • Philanthrope • Volunteer • Organization Management • Team Member • Personal Care Aide • Non-Profit • Revenue Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Government Administration Officer • Civil Servant • Special Education Professors • School Administrator • Educational Manager

Experience & Education

Position:
President at Rubin Law, A Professional Corporation (Special Needs Legal & Future Planning),...
Title:
President, Rubin Law, A Professional Corporation (Special Needs Legal & Future Planning)
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Rubin Law, A Professional Corporation (Special Needs Legal & Future Planning) - Buffalo Grove, Illinois USAPresidentsince Jan 2012The Arc of Illinois President (Director since 2004)since Jun 2011
Skills:
Special Needs Planning, Probate, Trusts, Estate Planning, Mediation, Guardianship, Estate Tax...
Full Profile

H. Morris Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Senior Manager • Operations Manager • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Contractor • Independent Business Owners • Estimator • Financial Analyst • Recruitment • Bachelor of Science • Associate in Applied Science • Software Developers

Experience & Education

Position:
Senior Manager at Clifton Gunderson LLP
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Clifton Gunderson LLP Senior Managersince Oct 2007
Skills:
Transfer pricing -, 1) economic analysis, 2) functional and risk analysis, 3) controlled services...
Full Profile

Lisa Bechinski Chicago, IL

Professions & Specialties

Tax Consultant • Tax Accountant • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Tax Specialist at Crowe Horwath LLP
Location:
Greater Chicago Area
Industry:
Accounting
Work history:
Crowe Horwath LLP Tax Specialistsince Jan 2002
Estate Planner Legal Network
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Ronald Filian Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Equipment Tools Purchasing Agent • Sales Person • Buyer • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Buyer and Seller • Master of Business Administration • Homebuilder • Builder • Construction Specialist • Construction Laborer • Human Resources Specialist • Recruitment • Property Manager • Real Estate Manager

Experience & Education

Position:
CEO at Chicago Business Consultants Group Inc
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Chicago Business Consultants Group Inc CEOsince Nov 2000
Skills:
A focus on the corporation Group Health Insurance, Commercial Real Estate, Commercial Loans, SBA...
Full Profile

Jason Cain Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Team Member • Law Specialist • Lawyers

Experience & Education

Position:
Director and Head of Central Region Wealth Planning Group at Credit Suisse
Title:
Director and Head of Central Region-Center for Wealth Planning, Private Banking USA at Credit Suisse
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Credit Suisse - Chicago, ILDirector and Head of Central Region Wealth Planning Groupsince Jul 2011Calamos Family Office LLC Managing DirectorSep 2007 - Jul 2011
Estate Planner Legal Network
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Angel Davitkov Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Mechanic • Advisor • Director • Operations Manager • Benefits Specialist • Compensations and Benefits • Lawyers • Legal Counsel • Certified Nurse Aide • Nurse • Nurse Practitioner • Marketing Manager • Financial Manager • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Director at Legal Shield, Inc., law Services at Legal Shield, Inc., Small-Business,CDLP Identity...
Title:
Small Business- Identity Theft-Group Benefits consultant @ Go Small Biz
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
Legal Shield, Inc. Directorsince Aug 2008Legal Shield, Inc. Law Servicessince Nov 2007
Skills:
Insurance, Entrepreneurship, Marketing, Business Development, Management, Small Business, New...
Estate Planner Legal Network
Full Profile

Colleen Henes Chicago, IL

Professions & Specialties

Law Specialist • Lawyers • Dean • Higher Education Professional • School Administrator • Educational Manager • Tax Preparer • Tax Accountant • Independent Business Owners • Contractor

Experience & Education

Position:
Attorney at The Henes Law Firm LLC, Attorney at Dean R. Hedeker, Ltd.
Title:
Attorney at The Henes Law Firm LLC
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
The Henes Law Firm LLC - Chicago, ILAttorneysince Apr 2012Dean R. Hedeker, Ltd. Attorneysince Mar 2009
Skills:
Estate Planning, LLC, Litigation, Family Law, Civil Litigation, Legal Research, Westlaw,...
Estate Planner Legal Network
Full Profile

Brian Raterman Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Associate Attorney • Lawyers • Chairperson • Chief Executive • Editor • Cooks • Management Team Executive • Operations Manager • Financial Manager

Experience & Education

Position:
Attorney at Law Offices of Robert M. Warsaski, LTD.
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Law Offices of Robert M. Warsaski, LTD. - Greater Chicago AreaAttorneysince Nov 2011Solutions First Legal Services Associate AttorneyMar 2011 - Nov 2011
Estate Planner Legal Network
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Kate Curler Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advocate • Law Specialist • Associate Attorney • Jurist • Legal Counsel • Lawyers • Lecturer • School Principal • Postsecondary Teacher • School Administrator • Educational Manager • Freelance Reporter • Correspondent • Reporter • Team Member • Advisor • Recruitment • Financial Manager

Experience & Education

Position:
Principal Attorney at The Law Office of Kate Curler
Title:
The Law Office of Kate Curler. Attorney, senior advocate and lecturer.
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
The Law Office of Kate Curler - Chicago, IllinoisPrincipal Attorneysince Sep 2010Griffin McCarthy & Rice LLP Associate AttorneyJan 2008 - May 2010
Estate Planner Legal Network
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Fred Weber Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executor • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Judicial Law Clerk • Reporter • Legislator • Non-Profit

Experience & Education

Position:
Adjunct Professor at The John Marshall Law School, Senior Vice President and Senior Estate...
Title:
Senior Vice President and Senior Estate Administrator at Northern Trust
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
The John Marshall Law School - Greater Chicago AreaAdjunct Professorsince Jan 2013The Northern Trust Company - Chicago, IllinoisSenior Vice President and Senior Estate Administratorsince May 2011
Estate Planner Legal Network
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Scott Fishkin Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chair of Committee • Chief Executive • School Principal • School Administrator • Educational Manager • Financial Manager • Operations Manager • Army Lieutenant Colonel • Organization Management • Managers • Recruitment

Experience & Education

Position:
President at Buffalo Grove Area Chamber of Commerce, Principal at Scott R. Fishkin Insurance Services
Title:
Life Insurance Expert,Long Term Care Planning Specialist
Location:
Greater Chicago Area
Industry:
Insurance
Work history:
Buffalo Grove Area Chamber of Commerce - Buffalo Grove, ILPresidentsince Jan 2012Scott R. Fishkin Insurance Services - Chicagoland AreaPrincipalsince Sep 1998
Skills:
Compassion, Patience, Fortitude, Employee Benefits, Group Health, Term Life Insurance, Team...
Certifications:
AHIP Medicare Advantage 2013, CMS
Estate Planner Legal Network
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Heinz Brisske Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Law Specialist • Lawyers • Organization Management • Team Member • School Administrator • Educational Manager • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Huck Bouma,, Member at WealthCounsel, LLC, Member at ElderCounsel, LLC, Member at...
Title:
Attorney at Huck Bouma,
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
Huck Bouma, - 1325 North Main Street, Wheaton, IL 60187Attorneysince Apr 2013WealthCounsel, LLC Membersince 2004
Skills:
Gift Tax, Estate Law, Estate Planning, Estate Tax Planning, Elder Law, Medicaid Planning, VA...
Languages:
German
Full Profile

Chuck Villano Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Bachelor of Science • Nurse • Nurse Practitioner

Experience & Education

Position:
Managing Partner at First Capital Financial Concepts
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
First Capital Financial Concepts Managing Partnersince Jun 2006McTigue Financial Group/Northwestern Mutual Financial AdvisorJan 2000 - Jun 2006
Skills:
Our firm's expertise is in the creation, accumulation and protection of wealth for high income and...
Full Profile

Julie Kolodziej Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Managing Attorney at Matlin & Associates
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Matlin & Associates Managing Attorneysince Dec 1998
Estate Planner Legal Network
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Donna Mack Chicago, IL

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Non-Profit Organization Management Professional • Counselor • Organization Management • Campaign Manager • Non-Profit • Advisor • Managers • Development Director • Manager • Chairperson • Board Member • Chief Executive Officer • HR Manager • Operations Manager • Chief Executive • Management Team Executive • Corporate Executive • Financial Manager • Deputy Manager • Wellness and Fitness • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Higher Education Professional • School Administrator • Educational Manager • Property Manager • Real Estate Manager

Experience & Education

Title:
Non-Profit Organization Management Professional
Location:
Greater Chicago Area
Industry:
Nonprofit Organization Management
Work history:
American Quality Schools Development Director/ConsultantAug 2007 - Jan 2009Shimer College Director of Development/Campaign Manager2006 - 2007
Senior Gift and Estate Planner at Northern Illinois University
Full Profile

James Siebert Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Attorney at Law Office of James C. Siebert & Associates
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Law Office of James C. Siebert & Associates - Arlington Heights, IllinoisAttorneysince 1985
Skills:
Elder Law, Estate Planning, Small Business Law, Trusts, Special Needs Planning, Wills, Asset...
Estate Planner Legal Network
Full Profile

Jason Johns Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Associate Attorney • Fiduciary • Law Specialist • Contract Attorney • Lawyers • Trust Law Attorney • Document Reviewer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Judicial Law Clerk • Real Estate Sales Agent • Dean • Higher Education Professional • School Administrator • Educational Manager • Bachelor of Science • Office Clerk • Clerical Specialist • Operations Manager • Financial Manager • Student Worker

Experience & Education

Position:
Associate Attorney at Kelly, Olson, Michod, DeHaan & Richter, L.L.C.
Title:
Associate Attorney at Kelly, Olson, Michod, DeHaan & Richter, LLC
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Kelly, Olson, Michod, DeHaan & Richter, L.L.C. Associate Attorneysince Sep 2007Law Offices of Susan Rentschler Contract AttorneyJun 2007 - Sep 2007
Full Profile

Bobbie Bloch Chicago, IL

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Owner at Roman Office Support Services
Title:
Owner, Roman Office Support Services
Location:
Greater Chicago Area
Industry:
Executive Office
Work history:
Roman Office Support Services Ownersince Dec 1981
Estate Planner Legal Network
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Martin Andras Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Event Planner • Certified Nurse Aide • Nurse • Nurse Practitioner • Event Manager • Business Administrator • Financial Manager • Operations Manager • Remodeler • Maintenance and Repair Worker • Biotechnology Professional • Biologist • Biological Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Event Planner at Brilliant Event Planning Inc.
Location:
Greater Chicago Area
Industry:
Events Services
Work history:
Brilliant Event Planning Inc. - IllinoisEvent Plannersince May 2008Illinois Mortgage Funding Loan OriginatorMar 2004 - May 2008
Estate Planner Legal Network
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Richard Salter Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Director • Financial Director • Operations Manager • Financial Officer • Financial Manager • Tax Accountant • Bachelor of Science • Chief Executive

Experience & Education

Position:
Director of Tax Quality Control at Steinberg Advisors, Ltd.
Title:
CPA, JD, LLM at Steinberg Advisors, Ltd.
Location:
Greater Chicago Area
Industry:
Accounting
Work history:
Steinberg Advisors, Ltd. Director of Tax Quality Controlsince Aug 2010First Priority, Inc. CFOMay 2007 - Jun 2010
Skills:
Tax, Corporate Tax, Income Tax, Due Diligence, Flow-through entity taxation, Estate Tax Planning,...
Estate Planner Legal Network
Full Profile

Steven Samson Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Arbitrator • Mediator • Lawyers • Referee • Judge • Investor • Chairperson • Chief Executive • Advisor • Spokesperson • Representative • Tour Guide • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney at Law at Law Offices of Steven Samson, Attorney at The Law Offices of Steven Samson
Title:
Attorney at The Law Offices of Steven Samson
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Law Offices of Steven Samson Attorney at LawThe Law Offices of Steven Samson - Evanston, IllinoisAttorneysince 1982
Skills:
Corporate Law, Estate Law, Legal Research, Litigation, Civil Litigation, Entity Extraction,...
Estate Planner Legal Network
Full Profile

Alan Orlowsky Chicago, IL

Professions & Specialties

Owner • Partner • Chairperson • Chief Executive • Attorney At Law • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Juris Doctor

Experience & Education

Position:
Founding Partner & President at Orlowsky & Wilson, Ltd., Attorney at Law at Orlowsky &...
Title:
Owner, ORLOWSKY & WILSON, LTD., ATTORNEYS AT LAW
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Orlowsky & Wilson, Ltd. Founding Partner & Presidentsince 2008Orlowsky & Wilson, Ltd. Attorney at Lawsince 2008
Skills:
Document Review, Accounting, Patents, Corporate Tax, Domestic Relations, Real Estate, Family Law,...
Estate Planner Legal Network
Full Profile

Stacy Stusowski Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Associate Attorney • Lawyers • Marketing Director • Chief Administrative Officer • Financial Manager • Advocate • Law Clerk • Law Specialist • Jurist • Legal Counsel • Judicial Law Clerk • Juris Doctor • Contractor • Independent Business Owners • Special Education Professors

Experience & Education

Position:
Owner at The Law Offices of Stacy Stusowski
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
The Law Offices of Stacy Stusowski - Crystal Lake, ILOwnersince Mar 2013Bruning & Associates, P.C. - Crystal Lake, ILAssociate AttorneyMar 2012 - Mar 2013
Skills:
Legal Writing, Legal Research, Legal Analysis, Trial Advocacy, Legal Support, Legal Compliance,...
Certifications:
Licensed Illinois Attorney, Supreme Court of Illinois
General Bar for the Northern District of Illinois, United States District Court for the Northern District of Illinois
Full Profile

Emily Inskeep Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Supporting Member • Advisor • Team Member • Psychologist • Law Specialist • Lawyers • Psychology Specialist • Non-Profit • Student Lawyer • Jurist • Legal Counsel • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Legal Search Consultant at Chicago Legal Search, Ltd.
Title:
Legal Consultant at Chicago Legal Search, Ltd.
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Chicago Legal Search, Ltd. Legal Search Consultantsince Aug 2010JPMorgan Trust AssociateAug 2008 - Aug 2010
Skills:
Estate Planning, Litigation, Recruiting, Executive Search, Temporary Placement, Career Counseling
Full Profile

Daniel Felix Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Founder • Owner • Founding Member • Chief Executive • Sports Trainer • Sports Trainers • Advocate • Jurist • Legal Counsel • Psychologist • Psychology Specialist • Non-Profit • Financial Manager • Law Specialist • Trust Law Attorney • Lawyers • Nurse • Nurse Practitioner • Juris Doctor • Recruitment

Experience & Education

Position:
Founder and Owner at Chicago Trustee Collaboratory, Owner at The Executives Attorney - a unit of...
Title:
FELIX GROUP, P.C.: Holistic Trust Administrator and Counselor
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
Chicago Trustee Collaboratory Founder and Ownersince Sep 2011The Executives Attorney - a unit of Felix Group, P.C. Ownersince Oct 1997
Skills:
Best Practices, Trusted Advisor, Trustee, Leading Meetings, One On One, Personal Development,...
Estate Planner Legal Network
Full Profile

David Holan Chicago, IL

Professions & Specialties

Estate Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Analyst • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Athletes • Managers

Experience & Education

Position:
Financial Advisor-Vice President at Ameriprise Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor-Vice Presidentsince Mar 2010UBS First Vice President-InvestmentsApr 2003 - Mar 2010
Full Profile

Josh Law Chicago, IL

Professions & Specialties

Owner • Chief Executive • Mixologist • Security • Counselor • Bartender • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Owner, Mixologist, Party Motivator at Chicago Movers and Shakers
Title:
Chicago Movers and Shakers - DJs and Bartenders for Special Events
Location:
Greater Chicago Area
Industry:
Events Services
Work history:
Chicago Movers and Shakers Owner, Mixologist, Party Motivatorsince Jan 2009Protection One Residential and Small Business Security ConsultantAug 2008 - Mar 2010
Estate Planner Legal Network
Full Profile

Andrea Basuel Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager • Commodities Clerk

Experience & Education

Position:
Financial Representative at Northwestern Mutual Financial Network
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Representativesince 2008Wrigley Financial Analyst2005 - 2008
Skills:
To learn about my specialties, visit my web site at http://andreawilliams, nmfn, com/
Estate Planner Legal Network
Full Profile

Sonia Coleman Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • Associate Professor • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher • Founder • Founding Member • Chief Executive • Bachelor of Science • Bachelor of Arts • Director • Chairperson • Management Team Executive • Operations Manager • Financial Manager • Non-Profit • Analysts • Law Specialist • Legal Counsel • Of Counsel • Jurist • Trust Law Attorney • Lawyers • Psychologist • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Principal and Founder at The Law Office of Sonia D. Coleman, P.C., Adjunct Professor at Dominican...
Title:
Appointed to the Illinois State Bar Association Estates and Trusts Council
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
The Law Office of Sonia D. Coleman, P.C. - IllinoisPrincipal and FounderDominican University Adjunct Professorsince Jan 2010
Skills:
Contract Negotiation, Real Estate, Commercial Leases, State and federal laws, Civil Litigation,...
Full Profile

Thomas Smith Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Advocate • Lawyers • Jurist • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Police • Non-Profit • Financial Manager

Experience & Education

Position:
Attorney at Law Offices of N. David Blocher
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Law Offices of N. David Blocher - Greater Chicago AreaAttorneysince Jun 2005Clermont County Public Defender - Batavia, OHStudent AdvocateJun 2003 - Aug 2004
Skills:
Trust and Estate Administration, Guardianship, Elder Law, Real Estate
Estate Planner Legal Network
Full Profile

Jennifer Kuzminski Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Trust Law Attorney • Financial Manager • Juris Doctor • Bachelor of Business Administration • Research Scientist • Team Member • Psychology Specialist

Experience & Education

Position:
Trusts & Estates Attorney at Borek & Associates P.C.
Title:
Attorney at Borek & Associates P.C.
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Borek & Associates P.C. - Glenview, IllinoisTrusts & Estates Attorneysince May 2012J & T Investments LLC - Skokie, IllinoisOwnerApr 2006 - Nov 2011
Full Profile

Jill Horwich Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Instructor • Pedagogue • Manager • Operations Manager • Financial Manager • Property Manager • Real Estate Manager • Contractor • Independent Business Owners

Experience & Education

Position:
President at Time Capture Inc., Owner / Instructor at Yarnover Chicago
Title:
Time Capture Inc.
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
Time Capture Inc. Presidentsince Dec 2009Yarnover Chicago Owner / Instructorsince Nov 2009
Skills:
Litigation, Licensing, Commercial Real Estate, Commercial Litigation, Legal Research, Zoning, Civil ...
Full Profile

Glenn Kilbride Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Security • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Philanthrope • Managers • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Nurse • Nurse Practitioner • Sports Trainers • Advertising Sales Agent

Experience & Education

Position:
Owner, Family Security Practice at Northwestern Mutual Financial Network, Life Insurance...
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Owner, Family Security Practicesince Sep 2005Northwestern Mutual Life Insurance Professionalsince Sep 2005
Skills:
To learn about my specialites, visit my web site at www, glennkilbride, com
Full Profile

Bradford Miller Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Attorneys • Real Estate Attorney • Juris Doctor • Bachelor of Science • Builder • Construction Specialist • Construction Laborer • Financial Manager

Experience & Education

Position:
Attorney at Bradford Miller Law, P.C.
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Bradford Miller Law, P.C. Attorneysince Dec 2009Miller Bammi LLC AttorneyNov 2008 - Dec 2009
Skills:
Real Estate, Estate Planning, Real Estate Transactions, Leases, Short Sales, Landlord Tenant...
Estate Planner Legal Network
Full Profile

Theresa Pendergraff Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Co-Owner • Operations Manager • Director of Operations • Director • Chairperson • Financial Manager • Community Service Manager • Health Information Manager • Psychiatric Aide • Certified Nurse Aide • Art Therapist • Student Worker • Health Services Administrator • Medical Services Manager • Health Services Manager • Psychiatric Assistant • Nurse • Nurse Practitioner • Recreational Therapist • Therapeutic Recreation Specialist • Physical Therapists • Psychology Specialist • Cooks • Expedition Specialist • Representative • Organization Management • Analyst • Analysts • Instructor • Pedagogue • Dean • Higher Education Professional • School Administrator • Educational Manager • Bachelor of Science • Psychologist • Government Administration Professional • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Logistician

Experience & Education

Position:
Support Staff at Mercy Home for Boys and Girls, Owner and Artist at GraceGraff Creations
Title:
Support Staff at Mercy Home for Boys and Girls
Location:
Greater Chicago Area
Industry:
Individual & Family Services
Work history:
Mercy Home for Boys and Girls - ChicagoSupport Staffsince Oct 2012GraceGraff Creations Owner and Artistsince Jul 2009
Skills:
Psychotherapy, Treatment, Marketing, Non-profits, Project Management, Community Outreach, Program...
Certifications:
Privacy and HIPAA Training, Hines Veterans Administration
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Erica Burgland Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Sales Representative • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Nov 2007AEGON Client Services Representative and Insurance AgentSep 2002 - Oct 2007
Skills:
Licensed with NASD Series 6 (Investment Company Products/Variable Contracts Representative),...
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Christina Ranallo Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Clerical Specialist • Administrative Clerk • Lawyers • Juris Doctor • Bachelor of Science • Financial Manager

Experience & Education

Position:
Leasing Specialist at SAC Wireless
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
SAC Wireless - 9801 W. Higgins Road, Suite 200, Rosemont, Illinois 60018Leasing Specialistsince Nov 2012Garofalo Law Group - ChicagoAssociateAug 2011 - Sep 2012
Skills:
Legal Research, Legal Writing, Estate Planning, Litigation, Corporate Law, Hearings, Document...
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Katherine Hagman Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Human Resources Specialist • Recruitment • Financial Manager • Talent Acquisition Advisor • Talent Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Psychologist • Advisor • Psychology Specialist

Experience & Education

Position:
Director at Lateral Link
Location:
Greater Chicago Area
Industry:
Staffing and Recruiting
Work history:
Lateral Link Directorsince May 2013Groupon - Chicago, ILCorporate RecruiterFeb 2012 - May 2013
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Todd Schneider Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Fiduciary • Trust Law Attorney • Volunteer • Non-Profit

Experience & Education

Position:
Partner at Horwood Marcus & Berk
Location:
Greater Chicago Area
Industry:
Law Practice
Work history:
Horwood Marcus & Berk - Greater Chicago AreaPartnersince Sep 2012Reed Smith LLP - Chicago, IllinoisAttorneyJan 2012 - Sep 2012
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Bob Deprez Chicago, IL

Professions & Specialties

Builder • Construction Specialist • Construction Laborer • Chief Executive Officer • Chief Operating Officer • Founder • Owner • Director • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Founding Member • Counselor • Advisor • Sports Trainer • Sports Trainers • Training and Coaching Professional • Professional Development Teacher

Experience & Education

Position:
Founder and Managing Director at Deprez Leadership
Title:
Leadership Team Builder, CEO, COO with Focus on Strategic Execution; Turnaround Expertise ............Middle Market
Location:
Chicago, Illinois
Industry:
Professional Training & Coaching
Work history:
Deprez Leadership - North AmericaFounder and Managing Directorsince Jan 2010Arbor Point Capital OwnerJan 2003 - Apr 2010
Skills:
Interim CEO, Transition Leadership, Certified Grief Specialist, Restructuring, Leadership, Mergers, ...
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Tony Garvy Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Managing Member • Financial Director • Manager • Operations Manager • Financial Officer • Financial Manager • Finance and Accounting Specialist • Certified Public Accountant • Appraiser • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Estimator • Analyst • Analysts • Master of Business Administration • Bachelors Degree

Experience & Education

Position:
President at Corporate Valuation Services, Inc.
Title:
President of Corporate Valuation Services, Inc.
Location:
Greater Chicago Area
Industry:
Capital Markets
Work history:
Corporate Valuation Services, Inc. Presidentsince Jan 2010Vegetable Juices, Inc. ChairmanAug 2004 - Dec 2010
Skills:
Business Valuation, Mergers
Certifications:
Certified Public Accountant (CPA), American Institute of Certified Public Accountants (www.aicpa.org).
Accredited Senior Appraiser (ASA), American Society of Appraisers (www.appraisers.org).
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Kimberley Hamilton Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Marketing Director • Founding Member • Chief Executive • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager • Internet Marketing Manager • Web Marketer • Advertising Sales Agent

Experience & Education

Position:
Founder and CMO at InKnowVision., Sales and Marketing- Advisor Development Advanced Estate...
Title:
High Net Worth Consultant| Advanced Estate Planning| Marketing and Sales|
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
InKnowVision. Founder and CMOsince Jan 2003InKnowVision, LLC - Chicago ILSales and Marketing- Advisor Development Advanced Estate Planning|Business Succession Planningsince Jan 2003
Skills:
Asset Protection, Succession Planning, Online Marketing, GRATs, Estate Planning, Insurance, Tax,...
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Gary Waitzman Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Lawyer • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Finance and Accounting Specialist • Financial Manager • Juris Doctor • Bachelor of Science

Experience & Education

Position:
Attorney/CPA at The Law Offices of Gary Waitzman
Title:
Attorney/CPA at Law Offices of Gary Waitzman LLC
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
The Law Offices of Gary Waitzman - 250 Parkway Dr. #130 Lincolnshire, IL 60069Attorney/CPAsince Jul 2006Mora Baugh Waitzman & Unger Partner2002 - 2006
Skills:
Corporate Law, Estate Planning, Asset Protection, Trusts, Guardianship, Estate Administration,...
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Tim Kraft Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
Financial Advisor at New England Financial, Rabjohns Financial Group
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
New England Financial, Rabjohns Financial Group - Greater Chicago AreaFinancial Advisorsince 2011INFINITE FINANCIAL SOLUTIONS, INC PresidentOct 2006 - Oct 2011
Skills:
Annuities, Long Term Care, Insurance, Small Business, Retirement Planning, Financial Planning,...
Estate Planner at CLA USA
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Jennifer Adorjan Chicago, IL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Nurse • Nurse Practitioner • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Financial Advisor, Portfolio Manager at Morgan Stanley Smith Barney
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney Senior Vice President, Financial Advisor, Portfolio Managersince Dec 2008Merrill Lynch Vice PresidentJun 1992 - Dec 2008
Skills:
Investment and wealth asset management, individual and multi-generational estate planning
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