TOP 30 Private wealth in Libertyville, Illinois

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Susan Schwarm is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1860 West Winchester Road, Libertyville, Illinois, United States. Susan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Susan's expertise in asset management, investment strategies, estate planning, retirement planning, and financial planning for various client needs. With a focus on ethical practices and continuous education, Susan is dedicated to providing comprehensive financial advice and solutions to her clients.

Pasquesi Sheppard: Timothy B. Klein CPA is an accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Tim Klein, a partner at the firm since 1986, offers a wide range of attestation, accounting, and tax services to closely held companies and their owners. With a focus on audits, reviews, compilations, and tax engagements, Tim also assists clients with succession and estate planning. During the summer, Tim specializes in providing audit and tax services to nonprofit organizations, including private schools. With a Bachelor of Business Administration Degree from the University of Wisconsin, Tim's expertise as a CPA allows him to help clients achieve their business, personal, and financial goals. Active in the community, Tim serves on the boards of several organizations and is Chairman of the Finance Committee at the College of Lake County Foundation. A member of the American Institute of Certified Public Accountants and the Illinois CPA Society, Tim enjoys playing golf, watching sports, and spending time with his family at baseball games. Residing in Libertyville with his wife and five children, Tim brings a wealth of experience and dedication to his clients at Pasquesi Sheppard.