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Meet The Team

Patrick SweeneyPatrick M Sweeney CPA, CFPTM

Patrick has been in the financial industry for roughly 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.

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Jack FergusonJack Ferguson

Jack Ferguson joined the firm on 6/01/17. He is a recent graduate of Illinois Wesleyan University with a Financial Services Degree. Jack will enroll in Certified Financial Planning courses in the fall of 2017.

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