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Collaborative Relationships

Collaborative Relationships

We are fortunate and honored to have a relationship with our friends at the following firms.

BKD CPSs & Advisors – Springfield, MO
Tom Mutagh

Cray Kaiser Ltd - Oakbrook Terrace, IL
Deanna Salo, Karen Snodgrass

Eccezion (formally Eder Casella & Co) - McHenry, IL
Shelly Casella-Dercole, John Albanese, Anthony Michelotti

Jacobs & Newmark LLC - Buffalo Grove, IL
Wayne Jacobs & Edward Newmark

Kekering Barberio & Co - Sarasota, FL
Tracy O'Neil

Lipshultz, Levin & Gray - Northbrook, IL
Rick Winer, Bill Finestone, Anton Hendler

Mark Goldman, CPA - Scottsdale, AZ

Murray, Grishauber LLC - Arlington Heights, IL
Brett Grishauber

Rappaport Reiches – Skokie, IL
Kristyn Gibson

Rosen and Cohen LLC - Northbrook, IL
Lynn Rosen, Gerald Cohen, Irl Grodsky, Michael Sidell & Rhonda Kodjayan

ShankerValleau - Skokie, IL
Larry Shanker, John Valleau

Swigert & Associates - Evanston, IL
Tom & Sue Swigert

The Hechtman Group Ltd - Skokie, IL
Jim Hechtman, Karin Knoerr, Steve Kunz, Tim Reichert



We are appreciative and thankful for the many business opportunities we have shared with the following professionals.

Josh Lerner, Northwestern Mutual - Skokie, IL

Earl Goldman, Executive Vice President - Wintrust Financial - Arlington Heights, IL

Robert McKenzie, Attorney - Saul Ewing Arstein & Lehr LLP - Chicago, IL

James Daly, Attorney - Retired partner at Jones Day -  Chicago, IL 

Marc Samotny, Attorney - Partner at Patzik, Frank & Samotny - Chicago, IL

Jack Katz, CPA - Retired partner at Wipfli LLP

Glenn Mikell, CPA - Retired partner at Wipfli LLP

Marvin Reinglass, CPA - Retired partner at Wipfli LLP