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Our Team

Derrick Allen

Derrick Allen CPA®

Partner
Timothy DeBruyne

Timothy DeBruyne

Partner
Patrick McKenna

Patrick McKenna

Partner
Jane-Ellen Wolak

Jane-Ellen Wolak CPA®, PFS®

Founding Partner
Ryan Shaughnessy

Ryan Shaughnessy CFP® Professional

Director
Kevin M. Galdek

Kevin M. Galdek CPA®

Tax Senior Manager

Alberto Liz

Senior Investment Advisor
(312) 255-5496
[email protected]
Heike Sasak

Heike Sasak

Senior Tax Advisor (Since 2004)
Charles Kudia

Charles Kudia CPA® Candidate

Tax Senior Associate
Jonathan Tribo

Jonathan Tribo CPA®

Tax Senior Associate
Brewster Lindblad

Brewster Lindblad

Manager
Joseph Hetland

Joseph Hetland CFP® Professional

Manager

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Office

303 E Wacker Drive
Suite 1675
Chicago, IL 60601

Contact Info

P | 312-255-5490 
F | 312-255-5495 
E | [email protected]

  

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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