OUR TEAM
Terry Cicero, CPA, CFP - Principal
Principal, specializing in
income tax compliance, trust services and planning for high-wealth individuals,
the closely-held business and business owner.
Education Background
- DePaul University - M.S. in Tax
- Roosevelt University - B.S. in Accounting
- Certified Public Accountant
- Certified Financial Planner
- Investment Advisor (Series 65 license)
Experience
Ten years of experience in public accounting working with various types of
trusts, businesses and their owners, with a focus on providing services to
minimize taxes. Significant experience with family wealth planning and estate
planning.
Professional Memberships
- American Institute of Certified Public Accountants
- Illinois CPA Society
- Board Member, Habitat for Humanity of Illinois
- Financial Planning Association
- DuPage County Estate Planning Council
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