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.
Jennifer is our Client Service Associate and joined our team in October of 2021. She handles the daily administration of the office as well as answering phone calls, scheduling appointments, and greeting clients. Jennifer has an A.A.S. degree in Management from College of DuPage. Originally from Wisconsin, she is a Cheesehead at heart. She has three daughters and four grandchildren. In her spare time, Jennifer enjoys reading, hiking, and painting.
Cetera Financial Specialists
Joe is the Regional Planning Specialist for the Upper Midwest Region. Before joining the RPS Team, Joe worked as part of the Internal Planning Specialists Team for ten years. He thrives in assisting financial advisors in building their financial services practice and pursuing their wealth management goals. Joe has been in the financial services industry for over 15 years and holds his Series 7, 24, and 66 securities registrations. He enjoys spending time with his wife Emily, son Connor, and daughter Kate.
Cetera Financial Specialists
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.