Meet The Team
Patrick M Sweeney CPA, CFP®
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 Ferguson, CFP®
Jack Ferguson joined the firm June of 2017. He is a graduate of Illinois Wesleyan University with a Financial Services Degree. He obtained his Certified Financial Planner Designation in 2021.
