Comprehensive planning is what we offer.
We are not afraid to challenge conventional wisdom
in our approach to investing and preserving wealth.
Kathryn E. Humecki CFP®, ChSNC®, CPA
FINANCIAL ADVISOR
(708) 433-5398
I am a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Special Needs Consultant® and Certified Public Accountant. Helping you achieve your financial goals is my primary concern.
Timothy Clark
Financial Advisor
Hello, my name is Timothy J. Clark. I am a CERTIFIED FINANCIAL PLANNING PRACTITIONER™, Enrolled Agent, and Wealth Management Consultant with over 20 years of experience as a financial professional,
Ashton D. Melchert, CPA
Certified Public Accountant
(708) 433-5398
Spearheading accounting and tax services is my primary role. Outside of tax season, I assist with monthly accounting, provide ongoing analysis and projections.
Hope Smith-Highley
Administrative Assistant