MANAGING DIRECTORS

Our two principals have over 60 years of experience in providing investment, tax, trust and financial planning services. [ More About Our Company ]

Allen C. Berg is a Certified Public Accountant and a Certified Financial Planner with over 30 years of experience in all aspects of income, estate and financial planning. He was the founder of Berg, DeMarco, Lewis, Sawatski & Co., a 65 person accounting firm which was sold to H&R Block in 1999. Allen received a Bachelor of Science in Accountancy from the University of Illinois and a Masters of Science in Taxation from DePaul University. He is a member of the Board of Directors of JCC of Chicago and Chairman of the Pritzker Committee of the JCC Chicago. [ E-mail Allen ]

William E. Richards is a Certified Financial Planner with over 30 years of trust, estate and financial planning experience at Continental Illinois National Bank of Chicago, LaSalle National Bank of Chicago, American National Bank and Trust Company of Chicago and Bank One N.A. where he specialized in coordinating and managing the delivery of a broad range of financial services to many of the banks’ most important clients. Bill received a Bachelor of Arts from Carroll University and an MBA from Keller Graduate School. [ E-mail William ]

ASSOCIATES

Ryan D. Liss is a Certified Public Accountant with over 14 years of tax, financial planning and accounting experience at Friedman & Huey Associates LLP and Family Office Exchange. His experience includes the entire range of individual, fiduciary, and business income tax returns, with special emphasis on individuals and pass-through entities. Ryan’s previous experience in the multi-family office arena included family office services such as tax planning and preparation, cash flow management, creditor protection analysis, financial statement compilation, and coordination of charitable giving projects and family member education. Ryan received both a Bachelor of Business Administration and a Master of Professional Accounting, Tax Specialty from the University of Texas at Austin. He is a member of the AICPA and Illinois Society of CPAs. [ E-mail Ryan ]

Renee Hampton, Firm Administrator and Account Executive has over 35 years of office management, payroll administration, financial management and facilities management experience at Cremer, Kopon, Shaughnessy & Spina, a law firm in Chicago, and Berg, DeMarco, Lewis, Sawatski & Co. a well known accounting firm in Northbrook, Illinois. [ E-mail Renee ]

Michelle D. Munoz, Senior Accountant has over 17 years accounting experience ranging from individual client accounting, business relationships and tax accounting at Berg, DeMarco, Lewis, Sawatski & Co., RSM McGladrey and Abrams & Steinberg, PC [ E-mail Michelle ]

Shannon M. Sandler, Tax Administrative Assistant has over six years of office administration. Shannon received a Bachelor of Arts from Columbia College. [ E-mail Shannon ]

Mansi Patel, Administrative Assistant, has a diverse background including office administration, human resources and customer service. Mansi received a Master of Arts in Industrial/Organizational Psychology from Roosevelt University. [ E-mail Mansi ]