Stay up-to-date for future Wine & Wealth events by signing up for our newsletter! Sign up form is in the footer of the website or contact firstname.lastname@example.org for more information!
Prior to co-founding Cedar Capital, a partner company of Good Harbor Financial, he served as portfolio manager and quantitative analyst for Allstate Investments. Neil earned a MBA with High Honors from The University of Chicago Booth School of Business, a MSEE from the University of Michigan and a BSEE from The Michigan Technological University where he graduated summa cum laude.
Chris focuses his legal services toward the individual and business clients he serves handling transactional, estate and probate, real estate and contract law matters.Chris is a member of the Union League Club of Chicago. Chris is also a member of the American Institute of Certified Public Accountants, Illinois CPA Society, American Bar Association, Chicago Bar Association and the Illinois State Bar Association and while pursuing his CFE, the Association of Certified Fraud Examiners. Chris is a licensed Illinois Real Estate Broker.
Don began his legal career with The Stuart Legacy Alliance, LLC after admittance to the Bar in the State of Illinois. By utilizing an estate planning approach that focuses on growing wealth and sustaining success over time, Don’s goal is to help his clients achieve their personal goals and leave a lasting legacy for their loved ones.
Michael is a widely recognized attorney and CPA who has been a trusted advisor to his clients in the areas of business law, asset protection, and trust & estate planning. Among financial advisors and clients, he has earned the reputation as a responsible, reliable, and thoughtful advocate. His practice has enjoyed significant growth by maintaining his philosophy of continually educating clients about their options while building strong relationships.
Michael has been practicing law since 1981 and has served on the estate planning and probate sections of several bar associations, has spoken on estate planning issues to various public groups, and has appeared on Channel 23’s Accountability financial forum. He has written and published articles on corporate, individual, and estate tax planning.
As the founder and visionary of a thriving law firm, The Stuart Legacy Alliance, LLC (SLA), he has developed a process that professionals and business owners can use to guide them through the complex issues they face during transition. It is SLA’s goal to help them achieve their personal and financial goals and attain peace of mind.
As a holistic estate planner, Michael works in concert with his clients’ financial advisors, CPAs, insurance advisors, and other financial and legal professionals to ensure that all plans developed truly have the clients’ goals and objectives in mind.