Our Team

For more than thirty-five years, Stephen has used his experience and knowledge in the tax and financial services areas to assist clients throughout the United States. He is passionate about educating students about finance and volunteers his time for the SIFMA Foundation. Stephen is an ardent Dolphins fan. In his leisure time, he cherishes spending time with his family, plays competitive baseball in the CCSMSBL and enjoys music, traveling, politics, reading and is an advanced saltwater aquarist.

Stephen received a BA in Business/Economics from Illinois Benedictine College in 1981 and attained the status of Enrolled Agent (EA) in 1986. He holds FINRA securities registrations Series 7, 63 and 65 and is a licensed insurance producer in numerous states.

Troy's passion is portfolio management and he enthusiastically oversees that segment of our firm. He is dedicated to providing exceptional service and enjoys working with and getting to know our clients. His interests include baseball, football, golf and he is an avid reader. Troy graduated cum laude from Benedictine University with a B.A. in Business Management. He holds FINRA securities registrations Series 7 and 66, and is a licensed insurance producer in Illinois.

Rachel comes to us with years of client service experience. Rachel has worked at the home office for Cetera Financial Specialists as a client support associate, providing Red Carpet Service to financial advisors and clients alike. She now handles the daily administration of our office as well as answering phone calls, scheduling appointments, and greeting clients. She graduated from Northern Illinois University with a bachelor’s degree in applied science. Rachel and her husband Mike have two children- Ethan and Lea. In her free time, she enjoys baking, crafting, and spending time with family.

Brian DeLuca has over 25 years of experience in the financial services industry. Currently he is an Internal Planning Specialist, providing sales support for the Upper Midwest region. Brian worked as an independent registered representative for 16 years selling investment products through Transamerica Financial Services (TFA). During his time with TFA he also supervised and managed financial professionals and helped to mentor them as they built their book of business. He is married with three children and lives in the west suburbs of Chicago.

Doreen is our Director of Human Resources and provides office support during tax season. Doreen has been working with her husband Steve since 1983 when he first opened his office in Glen Ellyn and after moving to Wheaton in 1999. Doreen has a BS in Personnel Management from Quincy College. She enjoys her family, gardening, Bible study, and donating her time to various charitable organizations.