Alma mater

DePaul University
DePaul Law School
Northwestern University; Kellogg School of Management

Fun facts

Tom is a published author, and charity founder and hangs out at his family's 500-year-old Ireland farm.

Favorite thing to do

Yoga

Alma mater

University of Hard Knocks

Fun facts

Shelly started her career as a hairdresser. And she has been cleaning up everyone's messes ever since!

Favorite thing to do

Sipping a drink and watching the waves in Cabo!

Nathaly, pronounced Na-ta-ly, is the first voice you hear and the first smiling face you see when you visit our office. After her valuable first impression, Nat is the gatekeeper for your records, and with her fluency in Spanish, she is a welcoming voice for all our clients!

Alma mater

Elmhurst University graduate, current Marquette Law School student.

Fun facts

Dylan is a Black Belt in Karate and an Eagle Scout with an eagle eye for writing and focused work.

Favorite thing to do

Reading, writing, and mastering the Constitution.

For over the past six years I have applied my decades of hands-on IT experience by serving as a consultant and integrating myself into customer environments and acting as their advocate.
Before becoming a vCIO/IT Consultant, I served as an IT Director in law firms for over 20 years, including a mid-sized national law firm with headquarters in Chicago.

Carolyn worked as a legislative intern for a United States Senator, conducting legislative research to support policy initiatives and media components and attending Congressional briefings and hearings to assist staff in writing memos. Carolyn brings her attention to detail and organization skills to our team!

After nearly three decades of combining legal and financial skills as a financial planner and attorney, Noreen recently merged her practice with our firm. We are fortunate to have Noreen, her long history of estate and life planning services, and her special needs planning and supplemental needs trust experience. We are all the better for having Noreen on the team!