As your needs become more complex, we have developed relationships with a small group of wealth strategy professionals who are available to consult with our clients on a wide range of issues associated with the accumulation, preservation and transfer of family wealth.
These professionals include CPAs, Tax Professionals, Estate Planning Attorneys, Business Attorneys, Commercial Bankers, Mortgage Bankers, and an Insurance Advisor.
We make no representation or endorsement of any third-party services or individuals or entities providing them. We work equally well with our client's established professional relationships.
Greg is a CPA with large-firm experience in accounting, consulting, and income taxes. More recently, he has 17+ years of experience running this firm in Geneva, Illinois. Greg’s clients love the personalized service and advice he provides. Greg does his best to put client’s worries and concerns at ease as he navigates complex situations and attempts to simplify them.
“I do my best to provide personalized guidance and always be accessible to anyone who walks through our doors”.
Graduated from Indiana University Bloomington in 1991 with a double major and received his Bachelor of Science in Finance and Accounting
Founded this firm in 2006 and have grown it ever since
Moved to Geneva in 1999, and has loved living in this town ever since
Married to an amazing wife, Colleen, and has 4 children – Matt, Grace, Anna and Michael (can’t forget about the 2 incredible dogs as well)
Greg enjoys everything that Geneva has to offer – the downtown charm, the river, the many shops and boutiques and of course, the local restaurants and pubs. In his leisure- time, you can usually find him cheering on friends and family at high school, college or professional sporting events. He also enjoys traveling and spending time at the lake up in Wisconsin.
Lisa concentrates in residential and commercial real estate, estate planning, probate, name changes, business matters and forcible entry and detainer. She was born and raised in Aurora and has been practicing law primarily in the Kane and Kendall County area for 30 years. Lisa also has been working as a part-time Assistant State’s Attorney for Kendall County, Illinois since 2007. She is a trusted and dedicated attorney with a broad range of experience. Lisa and her staff are happy to assist you with your legal needs. Education & Affiliations: Lisa earned her Bachelor's of Science degree from the University of Illinois - College of Commerce and Business Administration at Urbana-Champaign. Lisa then earned her law degree from UIC Law in Chicago, Illinois.
Associations & Accreditations:
CASA Kendall County - 22 yr board member & president
Kane County Bar Association
Kendall County Bar Association - served as president
Dominican Literacy Center - Advisory Board
Rush Copley Medical Center - served on governing board
