Introducing The Stanton Group WP Office & Financial Planning Team
John Stanton | May 5th, 2022
One individual cannot be an expert in all the financial areas that impact your life.
As your needs become more complex, we have developed relationships with a small group of wealth strategy professionals with different areas of expertise.
By coming together with these individuals, and working in a collaborative fashion, our clients benefit from truly comprehensive wealth planning.
So, we would like to take a minute to introduce our team to you.
Client & Office Services Associate
Erika recently joined us in 2021. She coordinates our new client onboarding, account openings, account maintenance, and various office projects.
Our Strategic Partners
We have experienced a great variety of unique needs that each client brings. There is a lot that goes into planning and managing all of the aspects associated with the accumulation, preservation, and transfer of family wealth. We have developed relationships with a small group of wealth strategy professionals, including CPAs, Tax Specialists, Estate Planning Attorneys, Business Attorneys, Realtors, and Mortgage Bankers. These professionals bring extensive knowledge on a wide range of issues and are ready to meet all your needs. Of course, we can work with your existing established relationships in these areas.
Our Trusted Tax & Accounting Professionals
Peter Schimmel, CPA, MST, Senior Managing Member
Peter T. Schimmel is the managing partner of Hegre, McMahon & Schimmel, LLC specializing in Tax Services. He has nearly twenty-five years of experience specializing in middle-market clients and has worked at such firms as Deloitte & Touche, LLP and Klayman and Korman, LLC. He has experience in corporate and individual taxation, including tax planning, consulting, tax compliance, mergers and acquisitions.
Dan Niforatos, CPA, Principal
Dan Niforatos serves as an Audit Principal at Miller Cooper. He possesses over 20 years of professional experience in the areas of accounting, auditing and business consulting. He primarily meets with management to discuss the various issues that arise during an audit, as he is responsible for Miller Cooper’s direction and review of audit services. Dan takes pride in his ability to collaborate well with everyone from venture-backed startups to established businesses moving through a transition.
Our Trusted Corporate & Estate Counsel Professionals
Jason Doran, Partner
James Doran is an attorney with Momkus LLC. He earned his Juris Doctor with honors (Cum Laude) in 2001 and finished first in his class in the sequence of business courses. He is admitted to practice in the State of Illinois, the United States District Court of the Northern District of Illinois, and the United States Supreme Court. James focuses his practice on the areas of estate planning and administration, commercial real estate, residential real estate, business transactions, and general representation of business entities and their principals.
Ted Kuczek is the founder, and attorney with Kuczek & Associates, a law firm specializing in Estate Planning. Kuczek and Associates has been serving clients in the Chicagoland area since 1984.
Our Trusted Insurance Professionals
Jacob Zollet has over 20 years in the insurance industry, and is currently Vice President at the Eugene Cohen Insurance Agency, Inc. Jacob works as part of a team of 35, providing us with best in class solutions for our clients’ life, disability, long-term care, and annuity needs.
Our Trusted Real Estate Professionals
Wolf Partners Group
Kimberly Zahand, Jill Stanton, Josiah Viland, and Allison Verdi
In 2021 Wolf Partners Group transacted over $111 million in sales and was named the #1 team for GCI in the Mid America region for all of Keller Williams. They helped 321 families buy, sell, or invest in real estate in the counties of DuPage, Will, Kane, Lake, and more.
Jay Cunningham, Senior Loan Officer
Jay Cunningham has been a part of the First State Mortgage team since 2011. With more than 24 years of extensive and in-depth experience in the real estate and finance industries, Jay has helped thousands of borrowers acquire their American Dream.
Learn more about our Partners by visiting our Team Page https://www.stantongwp.com/team-member-01
Make Sure You Are Fully Taken Care Of
Whether you are looking to move to a more complete, comprehensive team of financial professionals or you are starting at square one we are ready to serve all your wealth planning, retirement income planning, investment portfolio management, coordinated estate planning strategies, and risk management needs. Experience the difference a relationship with us can make for you and your family! Call 630-445-2380 or schedule your complimentary strategy session with John today!
John is the founder of The Stanton Group WP, and serves as the primary advisor for clients, focusing on financial planning and the investment strategies to support the financial plan. With more than three decades of experience in the financial services industry, he serves as an advisor for clients, focusing on financial planning and the investment strategies to support their financial plan. Based in Naperville, Illinois, John serves clients in Illinois and throughout the United States. Learn more about John’s services by visiting www.stantongwp.com or connecting with him on LinkedIn. You may reach John Stanton at 630-445-2380 or email JStanton@seacrestwm.com.
The Stanton Group WP provides investment advisory services through SeaCrest Wealth Management LLC, (the “SWM”) a registered investment advisor. SWM is a registered investment advisor (“RIA”), with the U.S. Securities and Exchange Commission located in the State of New York. SeaCrest Wealth Management, LLC can be reached at (914) 502-1900.
Neither the Stanton Group WP, nor SeaCrest Wealth Management, LLC, make any representation or endorsement, of any third-party services, individuals, or entities providing them.