Established in 2001
Our Team
Patrick M. Sweeney CPA, CFP ®
Patrick has been in the financial industry for over thirty years. He has a BA degree in Accounting from Lewis University. He obtained his Certified Public Accountants license in 1986 and his CERTIFIED FINANCIAL PLANNER designation in 1995.
Jack Ferguson, CFP ®
Jack Ferguson joined the firm in June of 2017. He has a BA in Financial Services from Illinois Wesleyan University. He obtained his CERTIFIED FINANCIAL PLANNER designation in 2021.