Balasa Dinverno Foltz LLC

Description

Address: 500 Park Blvd Suite 1400, Itasca, IL 60143 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (630) 875-4900Place name: : : : Website: : : Category: : Website: http://bdfllc.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Balasa Dinverno Foltz Posting publicly on the Web Write a review Reviews 1 Google review From Balasa Dinverno Foltz Unable to add this file. Please check that it is a valid photo. "At BDF we serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of Attorneys, Divorce, Insurance Brokers and Financial Service Professionals. Our dedicated Practice...More "At BDF we serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of Attorneys, Divorce, Insurance Brokers and Financial Service Professionals. Our dedicated Practice Groups are comprised of experts in these areas, leveraging our real world experience to provide our clients with a customized approach and solutions that incorporate all aspects of their life. We explore each client's unique vision of a full life and help them create a path to realize their goals. Their comprehensive financial plan includes retirement projections, tax and estate planning, risk management, college education funding, philanthropy and executive benefits."

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Balasa Dinverno Foltz LLC Employees

Employee
Years
Job
Industry
Adam Suwyn Adam Suwyn Itasca, Illinois Details
Adam Suwyn's Balasa Dinverno Foltz LLC Experience July 2015 - Present
Job Financial Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   July 2015 - Present
A Registered Investment Advisory Firm   September 2013 - June 2015
Trinity Christian College  September 2011 - May 2015
Chicago Semester  July 2014 - December 2014
Jellyvision  February 2014 - May 2014
Colliers International - Grand Rapids   June 2009 - January 2011
Culver Franchising System, Inc.   June 2009 - May 2010

Education
Trinity Christian College   2011 — 2015
Bachelor of Science (BS)

Dan Harris CPA PFS CFP® Dan Harris CPA PFS CFP® Greater Chicago Area Details
Dan Harris CPA PFS CFP®'s Balasa Dinverno Foltz LLC Experience January 2007 - January 2011
Job Accounting & Finance Professional
Industry Financial Services
Experience
Fruition Partners  March 2011 - February 2014
Balasa Dinverno Foltz LLC   January 2007 - January 2011
Sears Holdings Corporation  November 1998 - May 2005

Skills
Corporate Finance, Personal Finance, Asset Management, Strategic Financial..., Investment Advisory, IPO, Investment Strategies, Wealth Management, Financial Advisory, Risk Management, Mergers & Acquisitions, Cash Management, Investments, Estate Planning, Financial Analysis, Valuation, Due Diligence, Investment Management, Mutual Funds, Retirement Planning, Business Valuation, Private Equity

Education
Illinois Wesleyan University   1991 — 1995
Bachelor of Arts, Accounting

Janet Petran, CFP®, CPA Janet Petran, CFP®, CPA Greater Chicago Area Details
Janet Petran, CFP®, CPA's Balasa Dinverno Foltz LLC Experience February 2010 - July 2011
Job Financial Advisor, Huber Financial Advisors, LLC
Industry Financial Services
Experience
Forum Financial Management, LLC   February 2012 - October 2013
Balasa Dinverno Foltz LLC   February 2010 - July 2011
Trinity Financial Advisors, LLC  January 2007 - January 2010
Northern Trust Company  April 1986 - July 1998

Skills
Wealth Management, Banking, Financial Services, Retirement Planning, Strategic Financial..., Practice Management, Personal Tax Planning, Income Tax, Investments, Commercial Lending, Money Guide Pro, Morningstar, Junxure

Education
University of Michigan - Stephen M. Ross School of Business   1978 — 1982
Bachelors in Business Administration, Accounting/Finance

Altan Wuliji, MS, CFP® Altan Wuliji, MS, CFP® Chicago, Illinois Details
Altan Wuliji, MS, CFP®'s Balasa Dinverno Foltz LLC Experience July 2013 - October 2014
Job Consultant, The Wealth Office™
Industry Investment Management
Experience
DiMeo Schneider & Associates  November 2014 - Present
Balasa Dinverno Foltz LLC   July 2013 - October 2014
RegentAtlantic Capital, LLC  August 2011 - July 2013
United States House of Representatives  January 2011 - May 2011

Education
Texas Tech University
Master of Science, Personal Financial Planning

University of Illinois at Urbana-Champaign
Bachelor of Science, Financial Planning

Heather Locus, CPA, CFP®, CDFA™ Heather Locus, CPA, CFP®, CDFA™ Greater Chicago Area Details
Heather Locus, CPA, CFP®, CDFA™'s Balasa Dinverno Foltz LLC Experience December 1998 - Present
Job Principal at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   December 1998 - Present
Heather L. Locus, CPA, CFP®   January 1996 - December 1998
Melton & Melton, LLP   January 1995 - January 1996
Arthur Andersen LLP  July 1993 - January 1995

Skills
Wealth Management, Special Needs Planning, 529 Plans, Estate Planning, Retirement Planning, Risk Management, Investments, Trusts

Education
University of Houston   1994 — 1995
Bachelor's degree, Financial Planning and Services

University of Northern Iowa   1989 — 1993
Bachelor's degree, Accounting

Mark Fleming, CPA, CFP® Mark Fleming, CPA, CFP® Greater Chicago Area Details
Mark Fleming, CPA, CFP®'s Balasa Dinverno Foltz LLC Experience 2009 - 2012
Job Tax Associate at Topel Forman, LLC
Industry Accounting
Experience
Balasa Dinverno Foltz LLC   2009 - 2012
Bernstein Global Wealth Management  2007 - 2008
Strategic Wealth Management Group, LLC  2006 - 2007

Skills
Wealth Management, Financial Planning, Asset Management, Retirement Planning, Investment Strategies, Strategic Financial..., Estate Planning, Financial Planners, Finance, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Accounting, Tax, Retirement, Investment Management, Financial Advisory, Portfolio Management, High Net Worth...

Education
Purdue University - Krannert School of Management   2002 — 2006
Bachelors, Finance

Thomas Ogden Thomas Ogden Greater Chicago Area Details
Thomas Ogden's Balasa Dinverno Foltz LLC Experience May 2008 - May 2009
Job President of XPECT Marketing, Inc.
Industry Management Consulting
Experience
XPECT Marketing, Inc.   February 2011 - Present
Corbett, Duncan & Hubly, P.C.   May 2009 - February 2011
Balasa Dinverno Foltz LLC   May 2008 - May 2009
Lindgren, Callihan, Van Osdol & Co.   January 2002 - May 2008

Skills
Marketing Communications, Business Planning, B2B Marketing, Lead Generation, Direct Marketing, Marketing, Accounting, New Business Development, Strategic Financial..., Budgets, Email Marketing, Marketing Strategy, Industrial Engineering, Strategic Planning, Leadership, Sales, Process Improvement, Advertising, Business Development, Coaching, Entrepreneurship, Training, Account Management, Sales Management, Strategy, Nonprofits, Trade Shows, Selling, Strategic Partnerships, Small Business, Start-ups, Market Planning, Marketing Management, B2B, Online Marketing, Social Media Marketing, Brand Development, Competitive Analysis

Education
Roosevelt University   1994 — 1996
MSIMC, Marketing Communications

Elmhurst College   1975 — 1979
BA, Business, Psychology

gradeschool

Gary Pattengale, CPA, CFP® Gary Pattengale, CPA, CFP® Greater Chicago Area Details
Gary Pattengale, CPA, CFP®'s Balasa Dinverno Foltz LLC Experience August 2011 - Present
Job Wealth Manager at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   August 2011 - Present
Leavitt Capital Management   August 2007 - August 2011
Northern Trust  August 2005 - August 2007
Balasa Dinverno Foltz LLC   November 1998 - August 2005
Playboy Enterprises, Inc.   September 1995 - June 1998
Automatic Data Processing, Inc.,   June 1994 - September 1995
KPMG Peat Marwick, LLC   September 1992 - June 1994

Skills
Investments, Retirement Planning, Asset Allocation, Finance, Investment Strategies, Estate Planning, Investment Management, Retirement, Financial Services, Insurance, Wealth, Financial Planners

Education
Northern Illinois University   1988 — 1992
B.S., Accounting

Alex Hale Alex Hale Greater Chicago Area Details
Alex Hale's Balasa Dinverno Foltz LLC Experience June 2015 - Present
Job Financial Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   June 2015 - Present
Scientific Games  June 2014 - August 2014

Skills
Microsoft Office, PowerPoint, Cpr Certified, Microsoft Word, Teamwork, Leadership, Computer Repair, Critical Thinking, Lifesaving, Supervisory Skills, Public Speaking, Process Scheduler, Time Management, Microsoft Excel, Social Media, Telephone Skills, Access, Data Entry, Marketing, Sales, Customer Service, Finance

Education
Northwestern University   2015 — 2016
CFP Program, Financial Planning

University of Dayton   2011 — 2015
Finance

Matthew Haas, CPA, CFP® Matthew Haas, CPA, CFP® Greater Milwaukee Area Details
Matthew Haas, CPA, CFP®'s Balasa Dinverno Foltz LLC Experience August 2011 - May 2015
Job Wealth Advisor for Business Owners at Pegasus Partners Ltd.
Industry Financial Services
Experience
Pegasus Partners Ltd.   May 2015 - Present
Balasa Dinverno Foltz LLC   August 2011 - May 2015
RSM McGladrey  July 2010 - August 2011
McGladrey & Pullen LLP  September 2006 - July 2010

Education
University of Illinois at Urbana-Champaign - College of Business   2002 — 2006

Casey Shaw, CFP® Casey Shaw, CFP® Greater Chicago Area Details
Casey Shaw, CFP®'s Balasa Dinverno Foltz LLC Experience June 2011 - Present
Job Senior Advisor at Balasa Dinverno Foltz LLC
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   June 2011 - Present
Professional Athlete  April 1998 - December 2010
Athletes in Action  2003 - 2009

Skills
Retirement Planning, Wealth Management..., Investments, Public Speaking, Investment Management

Education
Northwestern University   2011 — 2012
Continuing Studies, Financial Planning

Moody Graduate School   2005 — 2010
Master of Arts (MA)

University of Toledo   1994 — 1998
Bachelor of Arts (BA)

Phil Ridolphi, CFP® Phil Ridolphi, CFP® Greater Chicago Area Details
Phil Ridolphi, CFP®'s Balasa Dinverno Foltz LLC Experience December 2013 - Present
Job Senior Advisor at Balasa Dinverno Foltz LLC
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   December 2013 - Present
Balasa Dinverno Foltz LLC   April 2008 - Present
JP Morgan Chase  April 2007 - April 2008

Education
DePaul University   2008 — 2009
Continuing Studies, Financial Planning

University of Iowa - Henry B. Tippie College of Business   2003 — 2007
B.A., Finance

JOHN D. SMITH, CFP® JOHN D. SMITH, CFP® Chicago, Illinois Details
JOHN D. SMITH, CFP®'s Balasa Dinverno Foltz LLC Experience January 1993 - Present
Job Balasa Dinverno Foltz LLC integrating the unique concerns of business owners into customized wealth management plans
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   January 1993 - Present

Skills
Comprehensive Wealth..., Investment Management, Retirement Planning, Estate Planning, Tax Efficiency, Business Succession, Family Meetings

Education
Purdue University   1987 — 1992
Bachelor of Science (B.S.), Financial Counseling and Planning

Quinn Jones Quinn Jones Greater Chicago Area Details
Quinn Jones's Balasa Dinverno Foltz LLC Experience June 2014 - Present
Job Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   June 2014 - Present
Merrill Lynch  May 2013 - August 2013
Merrill Lynch  May 2011 - August 2012

Skills
Portfolio Assessment, Portfolio Performance..., Organizational..., Microsoft Office, Finance, Mutual Funds, Asset Allocation, Equities, Analysis, Project Planning, Retirement, Investment Strategies, Portfolio Management, Valuation, Wealth Management

Education
Miami University   2010 — 2014
Bachelor of Science (B.S.) Farmer School of Business, Finance, Senior

Miami University Dolibois European Center   2012 — 2012
Focus in European Culture and Society

Boardman High School   2006 — 2010

Alycia Dinverno Alycia Dinverno Columbus, Ohio Details
Alycia Dinverno's Balasa Dinverno Foltz LLC Experience June 2010 - July 2012
Job Process Improvement Associate at JPMorgan Chase
Industry Logistics and Supply Chain
Experience
JPMorgan Chase  June 2014 - Present
Greif  June 2013 - August 2013
Tata Motors  March 2013 - May 2013
Balasa Dinverno Foltz LLC   June 2010 - July 2012
PJH & Associates, Inc.   2008 - 2010
RSM McGladrey  2007 - 2007

Education
The Ohio State University - The Max M. Fisher College of Business   2012 — 2014
Master of Business Administration (MBA)

University of Wisconsin-Madison - School of Business   2004 — 2008

Boconni University - Milan, Italy   2006 — 2006

Debbie (Helsten) Line Debbie (Helsten) Line Washington D.C. Metro Area Details
Debbie (Helsten) Line's Balasa Dinverno Foltz LLC Experience March 2004 - November 2004
Job Federal Business Coordinator at HDS Federal Corporation
Industry Information Technology and Services
Experience
Hitachi Data Systems  July 2012 - Present
Swisslog Healthcare Solutions  July 2011 - April 2012
Schawk Digital Solutions  June 2010 - July 2011
Insurance Auto Auctions  February 2009 - March 2010
IFC Credit Corporation  July 2007 - November 2008
Exhibitgroup/Giltspur  November 2004 - July 2007
Balasa Dinverno Foltz LLC   March 2004 - November 2004
Comdisco, Inc.   January 1999 - April 2003
Comdisco, Inc.   May 1996 - January 1999
Prime Leasing, Inc.   September 1994 - May 1996

Skills
Contract Management, Billing Specialist, Contract Negotiation, Contract Review, Customer Relations, Asset Management, Customer Service, SharePoint, Equipment Acquisition, Proofreading, Training Skills, Procedure Creation, Procedure Manuals, Procedure Analysis, New Hire Training, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Organization, Training, Analysis, Finance, Asset Managment, Databases, Account Management, Process Improvement, Sales Management, Auditing

Education
North Central College   1980 — 1984
BA, Business Administration Political Science

Harper College   2012 — 2014
Paralegal Certification

Deb Parkerson Casey Deb Parkerson Casey Greater Chicago Area Details
Deb Parkerson Casey's Balasa Dinverno Foltz LLC Experience July 2014 - June 2015
Job Small Business Transformation Consultant
Industry Marketing and Advertising
Experience
Strategic Solutions  May 2011 - Present
Balasa Dinverno Foltz LLC   July 2014 - June 2015
Primary Insights, Inc.   May 1993 - August 2008

Skills
Strategy, Marketing, Leadership, Strategic Planning, Marketing Strategy, Management, Social Media, Strategic Communications, Small Business, Strategic Hiring, Digital Marketing, Hiring, Hiring Practices, Business Strategy, Small Business Marketing, Small Business Online..., Small Business..., Business Owner Planning, Employee Management, Business Development, Social Networking, Editing, Nonprofits, Social Media Marketing

Education
North Central College   1996 — 1999
MBA, self-created focus in entrepreneurship

American University   1989 — 1993
BA, Literature, minor in Psychology

Naperville Central High School

Armond Dinverno, JD, CPA, CFP® Armond Dinverno, JD, CPA, CFP® Greater Chicago Area Details
Armond Dinverno, JD, CPA, CFP®'s Balasa Dinverno Foltz LLC Experience June 1986 - Present
Job Wealth Advisor to Business Owners & Women; BDF Founder & President
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   June 1986 - Present
Dinverno & Foltz LLP   August 1984 - August 2004
Price Waterhouse  August 1982 - August 1984

Skills
Financial Planning, Investment Advisory, Private Wealth...

Education
The John Marshall Law School   1979 — 1982
J.D., Law

University of Southern California - Marshall School of Business   1975 — 1979
Bachelor of Science, Accounting

Michael Foltz, JD, CPA, CFP® Michael Foltz, JD, CPA, CFP® Greater Chicago Area Details
Michael Foltz, JD, CPA, CFP®'s Balasa Dinverno Foltz LLC Experience January 1986 - Present
Job Wealth Manager to Business Owners and Individuals
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   January 1986 - Present
Dinverno & Foltz LLP   August 1984 - August 2004
Price Waterhouse  August 1982 - August 1984

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1979 — 1982
JD, Law

Illinois State University   1975 — 1979
BS, Accounting

College for Financial Planning   1987 — 1988

Chuck Neff, MBA, CPA, CFP® Chuck Neff, MBA, CPA, CFP® Greater Chicago Area Details
Chuck Neff, MBA, CPA, CFP®'s Balasa Dinverno Foltz LLC Experience January 2005 - Present
Job Wealth Manager at Balasa Dinverno Foltz LLC
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   January 2005 - Present
WNA Wealth Advisors, Inc.   August 1993 - December 2004
Westrick, Neff & Associates   January 1992 - December 2004

Skills
Wealth Management, High Net Worth..., Portfolio Management, Investments, Retirement Planning, Financial Advisory, Personal Finance, Strategic Financial..., Succession Planning

Education
The University of Chicago - Booth School of Business
MBA, Finance

University of Notre Dame
BBA, Accounting

Matthew Reznik, MBA, CPA, CFP®, CFA Matthew Reznik, MBA, CPA, CFP®, CFA Greater Chicago Area Details
Matthew Reznik, MBA, CPA, CFP®, CFA's Balasa Dinverno Foltz LLC Experience December 2001 - Present
Job Wealth Manager at Balasa Dinverno & Foltz LLC
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   December 2001 - Present
Deloitte Consulting  March 2001 - October 2001
Kraft Foods  May 1997 - March 2001
Arthur Andersen  July 1993 - May 1997

Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Strategies, Retirement, Investment Management, Portfolio Management, Financial Advisory, Mutual Funds, Financial Planners, Wealth, Personal Finance, Strategy, Trusts

Education
The University of Chicago Booth School of Business   1998 — 2000
MBA, Finance and Strategic Management

University of Pennsylvania   1989 — 1993
Bachelors, Finance and Accounting

Kristina Caragiulo Kristina Caragiulo Itasca, Illinois Details
Kristina Caragiulo's Balasa Dinverno Foltz LLC Experience July 2015 - Present
Job Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   July 2015 - Present
Vantage Financial Partners Limited  January 2014 - June 2015
Edward Jones  2013 - 2013
New England Financial, A MetLife Company  May 2012 - August 2012

Skills
Personal Financial..., Financial Statements, Tax Planning, Estate Tax Planning, Insurance Planning, Retirement Planning, Microsoft Excel, Microsoft Word, Junxure, Outlook

Education
University of Illinois at Urbana-Champaign   2010 — 2013
Bachelor of Science (B.S.), Financial Planning

Anthony Dinverno, CFP® Anthony Dinverno, CFP® United States Details
Anthony Dinverno, CFP®'s Balasa Dinverno Foltz LLC Experience December 2014 - Present
Job Senior Financial Advisor at Balasa Dinverno Foltz LLC
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   December 2014 - Present
Balasa Dinverno Foltz LLC   December 2012 - November 2014
Balasa Dinverno Foltz LLC   January 2012 - November 2012
Balasa Dinverno Foltz LLC   March 2010 - December 2011
Midwest Mechanical Construction   June 2007 - March 2010

Skills
Financial Planning, Retirement, Charitable Giving, Charitable Giving..., Charitable Trusts, Living Trusts, Trusts, Gift Tax, Estate Tax Planning, Long Term Care, Disability Insurance, Roth IRA, Simple IRA, SEP, 529 Plans, 401 K Rollovers, IRA's, IRA Rollovers, Wealth Preservation..., Wealth Management, Mutual Funds, ETFs, Risk Management, Succession Planning, Private Wealth..., Investment Strategies, Estate Planning, Investments, Insurance, Wealth, Retirement Planning, Asset Allocation, Investment Advisory, Insurance Planning, Asset Management, Portfolio Management, Investment Management, Business Planning, Personal Finance, Financial Advisory, Portfolio Optimization

Education
University of Illinois at Urbana-Champaign   2003 — 2007
Bachelor of Science (B.S.), General Engineering

Chad Carlson CFA, CFP® Chad Carlson CFA, CFP® Greater Chicago Area Details
Chad Carlson CFA, CFP®'s Balasa Dinverno Foltz LLC Experience April 2005 - Present
Job Owner & Wealth Manager; Director of Research at Balasa Dinverno Foltz LLC
Industry Investment Management
Experience
Balasa Dinverno Foltz LLC   April 2005 - Present
Goldman Sachs (The Ayco Company, L.P.)   June 2003 - April 2005

Skills
Retirement Planning, Wealth Management, Financial Planning, Asset Management, Investments, Estate Planning, Retirement, Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, 529 Plans, Financial Advisory, Insurance Planning, Strategic Financial..., Investment Advisory, Investment Management, Financial Services, Mutual Funds, Wealth, Equities

Education
College for Financial Planning   2005 — 2006

Valparaiso University   1999 — 2003
BSBA

Rachel Kowalczyk, CFP® Rachel Kowalczyk, CFP® Greater Chicago Area Details
Rachel Kowalczyk, CFP®'s Balasa Dinverno Foltz LLC Experience December 2014 - Present
Job Senior Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   December 2014 - Present
Balasa Dinverno Foltz LLC   May 2013 - Present
University of Illinois at Urbana  January 2012 - May 2013
DiMeo Schneider & Associates LLC   January 2013 - January 2013
Prudential Financial  June 2012 - August 2012
Prospect Heights School District   May 2010 - January 2012
State Farm Research & Development Center   January 2011 - December 2011
Roland Realty  August 2009 - November 2011
Golf Nation   August 2006 - November 2010

Skills
Leadership, Accounting, Data Entry, Microsoft Excel, Research, Microsoft Office, Social Media, Event Planning, Finance, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Accounts Receivable, Account Reconciliation, Data Analysis, Budgets, Time Management, Nonprofits, Strategy, Strategic Financial..., Marketing, Access

Education
University of Illinois at Urbana-Champaign   2009 — 2013
Bachelor of Science, Financial Planning

Susan Korin Susan Korin Greater Chicago Area Details
Susan Korin's Balasa Dinverno Foltz LLC Experience 2011 - Present
Job Chief Operating Officer and Chief Compliance Officer at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   2011 - Present
IPAT, Inc.   2008 - September 2011
Dana Chase Publications, Inc.   1991 - 2007
BBDS - Currently Noble BBDS   1988 - 1991

Education
Saint Mary's University of Minnesota   1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General

Stephen Kawasaki, CFP® Stephen Kawasaki, CFP® Greater Chicago Area Details
Stephen Kawasaki, CFP®'s Balasa Dinverno Foltz LLC Experience May 2012 - Present
Job Senior Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   May 2012 - Present
University of Illinois at Urbana-Champaign  August 2011 - December 2011
Private Wealth Management Company   May 2011 - August 2011
Busey Wealth Management  February 2011 - May 2011
Ronald Blue & Co.   May 2010 - August 2010

Education
CFA Institute
2015 Level III Candidate in the CFA Program

University of Illinois at Urbana-Champaign   2008 — 2011
Bachelors of Science in ACE:Financial Planning

Christian Heritage Academy

Matthew Logue Matthew Logue Barrington, Illinois Details
Matthew Logue's Balasa Dinverno Foltz LLC Experience June 2015 - Present
Job Financial Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   June 2015 - Present
William Blair & Company  June 2014 - September 2014
Riley and Lowe Financial Solutions   September 2013 - December 2013
Wintrust Mortgage  May 2013 - August 2013
Walsh for Congress   June 2012 - August 2012

Skills
Leadership, Teamwork, Microsoft Office, Event Planning, Marketing, Analysis, Research, Data Analysis, Fundraising, Politics

Education
Carthage College   2011 — 2015
Bachelor's degree, Finance and Economics Majors and a Political Science Minor, Magna Cum Laude

Barrington High School   2007 — 2011

Northwestern University   2015 — 2016
Certified Financial Planner Certificate Program

Nicholas Cosky, CFP® Nicholas Cosky, CFP® Greater Chicago Area Details
Nicholas Cosky, CFP®'s Balasa Dinverno Foltz LLC Experience December 2012 - Present
Job Wealth Manager at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   December 2012 - Present
Balasa Dinverno Foltz LLC   April 2011 - December 2012
Wilson Financial Advisors   December 2006 - April 2011
Smithsonian Institution  2005 - 2006
FOREIGN POLICY Magazine  2003 - 2005
United States Holocaust Memorial Museum  2002 - 2003

Education
Lawrence University   2000 — 2002
BA, History & English

Naperville Central High School   1993 — 1997

Brett Spencer, MS, CFP® Brett Spencer, MS, CFP® Greater Chicago Area Details
Brett Spencer, MS, CFP®'s Balasa Dinverno Foltz LLC Experience June 2014 - May 2015
Job Financial Planner
Industry Financial Services
Experience
D3 Financial Counselors LLC   July 2015 - Present
Balasa Dinverno Foltz LLC   June 2014 - May 2015
Plancorp, Inc.   July 2012 - May 2014
Francis Financial   May 2011 - August 2011
Volunteer Income Tax Assistance  January 2011 - April 2011
State Farm Insurance  June 2006 - August 2010

Skills
Strategic Financial..., Retirement Planning, Risk Management, Finance, Investment Strategies, Financial Planning, Investments, Asset Management, Tax, Wealth Management

Education
Texas Tech University   2010 — 2012
MS, Financial Planning

University of Illinois at Urbana-Champaign   2006 — 2010
B.S., Financial Planning

Charles Murin Charles Murin Champaign, Illinois Details
Charles Murin's Balasa Dinverno Foltz LLC Experience July 2015 - Present
Job Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   July 2015 - Present
Joe's Brewery  September 2013 - May 2015
Robert W. Baird & Co.   May 2014 - January 2015
University of Illinois  May 2013 - August 2013

Skills
Financial Analysis, Data Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Economics, Research, Financial Modeling, Investments, PowerPoint, Statistics, Access, Leadership, Higher Education

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Bachelor of Science (BS), Financial Planning

Matt Mikula Matt Mikula Greater Chicago Area Details
Matt Mikula's Balasa Dinverno Foltz LLC Experience 2004 - Present
Job Owner & Wealth Manager at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   2004 - Present

Education
Kenyon College   1993 — 1997
B.A.

DePaul University   2000 — 2001

St. Ignatius High School   1989 — 1993
College Prep

Jeff Weinmann Jeff Weinmann Greater Chicago Area Details
Jeff Weinmann's Balasa Dinverno Foltz LLC Experience June 2015 - August 2015
Job Financial Services
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC   June 2015 - August 2015

Skills
Customer Service, Leadership, Project Management, Process Improvement, Strategic Planning, Operations Management, Team Building, Risk Management, Change Management, Team Leadership

Education
Ball State University   1985 — 1989
Telecommunications

Nick Dalgety, CFP® Nick Dalgety, CFP® Greater Chicago Area Details
Nick Dalgety, CFP®'s Balasa Dinverno Foltz LLC Experience August 2011 - June 2012
Job Regional Director Midwest
Industry Financial Services
Experience
DoubleLine Capital  April 2013 - Present
Copeland Capital   July 2012 - April 2013
Balasa Dinverno Foltz LLC   August 2011 - June 2012
Goldman Sachs Asset Management  March 2009 - July 2011
Goldman Sachs Asset Management  March 2004 - March 2009
Goldman Sachs Asset Management  October 2002 - March 2004
Goldman Sachs  May 1999 - October 2002

Skills
Wealth Management, Retirement Planning, Business Planning, Financial Planning, Investments, Investment Advisory, Personal Finance, Private Wealth..., Wealth Preservation..., Wealth Transfer Planning, Comprehensive Wealth..., Charitable Giving..., Exit Strategies, Divorce Planning, Wealth, Financial Advisory, Wealth Management..., Strategy, Strategic Financial...

Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration, Finance

DePaul University
Financial Planning Certificate Progam

Toni Sieve Toni Sieve Greater Chicago Area Details
Toni Sieve's Balasa Dinverno Foltz LLC Experience 2002 - 2003
Job President at Executive Recruiters of Chicago, Inc.
Industry Staffing and Recruiting
Experience
Executive Recruiters of Chicago   2003 - Present
GRN of Oakbrook   2009 - 2010
Balasa Dinverno Foltz LLC   2002 - 2003
Oberweis Asset Mgt   2001 - 2002

Skills
Sales, Cold Calling, Recruiting, Training, New Business Development, Coaching, Team Building, Sourcing, Internet Recruiting, Hiring, Technical Recruiting, Leadership, Strategic Planning, Search, Management, Customer Service, Executive Search, Advertising, Inventory Management, Applicant Tracking..., Talent Acquisition, Franchising

Education
University of Kentucky   1997 — 1999
Bachelor of Science (B.S.), Elementary Education and Teaching

Lynn Ackerman, CFP® Lynn Ackerman, CFP® Greater Chicago Area Details
Lynn Ackerman, CFP®'s Balasa Dinverno Foltz LLC Experience February 2013 - March 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2014 - Present
Balasa Dinverno Foltz LLC   February 2013 - March 2014
MPS Loria Financial Planners, LLC   January 2003 - February 2013
South Holland Trust and Savings Bank/MB Financial   January 2000 - January 2003

Skills
Wealth Management, High Net Worth..., Retirement Planning, Financial Planners, Estate Planning, Strategic Financial..., Investment Strategies, Retirement, 529 Plans, Financial Planning, Investments, Banking, Employee Stock Options, Project Planning, Protection..., Personal Financial..., Policy, Inheritance Tax Planning, Wealth Accumulation, Education Funding, 401k Rollovers, Wealth Preservation..., Managed Funds, Holistic Financial..., College Education..., Series 65, Saving for Education, Wealth Management..., Certified Financial...

Education
Saint Xavier University   2004 — 2006
Masters, Finance

Northern Illinois University   1990 — 1994
Bachelors, Interpersonal/Public Communications, Minor: Economics

Kate Lawson Niemiec Kate Lawson Niemiec Greater Chicago Area Details
Kate Lawson Niemiec's Balasa Dinverno Foltz LLC Experience November 2010 - June 2015
Job Client Services Administrator
Industry Financial Services
Experience
Slayton Lewis   August 2015 - Present
Balasa Dinverno Foltz LLC   November 2010 - June 2015
Whitnell & Company  April 2006 - September 2008
Morgan Stanley  August 1999 - November 2005

Skills
Portfolio Administration, Customer Service, CRM Databases, APX, Advent, Microsoft Office, Junxure, Portfolio Center, QuickBooks, Investments, Community Outreach, Event Planning, Public Speaking

Education
Eastman School of Music   1993 — 1996
MM, Performance & Literature/Opera

University of Rochester   1988 — 1996

Eastman School of Music   1988 — 1993
BM, Education and Performance