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.

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.