We are dedicated to providing the best information and guidance for your retirement and financial future. We’ll always explain the pros and cons of everything because we believe in a comprehensive, transparent approach to help you can make smart decisions. We focus entirely on your wants and needs, giving you complete attention and treat you with respect. Below, you can read about some of our life experiences. We feel like a family here, and hope that you’ll feel the same when we meet!
Chief Investment Officer, Brookstone Capital Management
Director of Client Services
Director of First Impressions
Investments Client Services
Jon graduated from the University of Illinois, Champaign, in 1986 and earned his Certified Public Accountant designation the same year. After learning the craft within mid-sized Chicago CPA firms, Jon formed his own firm in 1999, assisting real estate developers, wholesalers, and various service business in their accounting and tax needs. Jon has provided tax services to individuals and businesses since 1986, and also provides outsourced CFO services handling accounting, treasury, and HR services.
After graduating with a B.A. in Accountancy from the University of Illiinois at Springfield, Keith has worked in a variety of accounting positions including bookkeeping, payroll clerk, cost accounting and tax preparation. In 2012 he earned the Enrolled Agent (EA) credential from the Internal Revenue Service, making him one of the only federally licensed tax practitioners who specializes in taxation and also has unlimited rights to represent taxpayers before the IRS. He prepares hundreds of returns each year for small businesses, fiduciary entities and individual taxpayers.
US Air Force 1988-1994. Bachelors of Arts, Accounting, Lakeland College 1996-2000. Extensively experienced and goal-oriented Accountant with a demonstrated track record of leading the preparation and analysis of financial reports to summarize financial data. Proven expertise in corporate, partnership, individual tax compliance and general ledger. Held leadership positions with Major CPA/Accounting Firms and Financial Planning Organizations. Provided IRS resolutions services for multiple clientele.
Legislation is her passion. Anca graduated from Law School in Romania and received an Accounting Associate from Oakton Community. She has worked in a CPA’s office for many years performing accounting and tax preparation such as; payroll taxes, sales taxes, businesses incorporation, profits and loss, balance sheet, corporate and personal income taxes. In 2014 she became an Enrolled Agent (EA) – licensed directly by the US Treasury Department to represent taxpayers with IRS collections, audit investigations, OIC, and reducing penalties.
Karen has an Accounting Certificate from Harper Community College and a Bachelors Degree from Trinity International University in Deerfield, IL. She has fourteen years of experience in tax return preparation and administration having worked at a CPA firm in Arlington Heights. She looks forward to serving you this tax season!
Karin graduated from The State University of New York, College at Oswego with a BS in Business Administration, went on to pass the Certified Public Accountant Examination, and also passed the Registered Tax Return Preparer Exam with the Internal Revenue Service. She has been employed as a tax preparer for over 10 years, and has worked with Pete Conway for six years.