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OFFICES

Educational Consultants
1001 Ogden Ave.
Suite 203
Downers Grove, IL

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

We gladly use video conferencing for clients who are unable to meet in person.

At MCPT, we have carefully screened and vetted a number of independent, 3rd party* financial planners and advisors to whom we send clients for implementation assistance once we have collected their data, completed our own analysis, and communicated our recommended strategies to them.  Each of the advisors featured on this page have been selected because of the passion they share with us for helping clients leverage financial aid and other strategies for efficient college funding to the maximum degree possible.

Read about our experiences and areas of expertise by clicking on our bios.

*Individuals and entities listed below are separate and not affiliated. You are under no obligation to use the service of any of the entities shown, and may choose any qualified professional to provide the services described.

Bob Proctor, CFP, ChFC, CLU

Bob Proctor, CFP, ChFC, CLU

Certified Financial Planner®
Lisa Christie, CFS

Lisa Christie, CFS

Financial Advisor
Mary Small

Mary Small

Financial Advisor
Antonio Lugo, MBA

Antonio Lugo, MBA

Financial Advisor
Jim Kraiss, CFP

Jim Kraiss, CFP

Certified Financial Planner
Stewart Schram, CFP

Stewart Schram, CFP

Certified Financial Planner
Wayne Silverman, CPA, MBA

Wayne Silverman, CPA, MBA

Certified Public Accountant
Nick Schenk, CPA

Nick Schenk, CPA

Certified Public Accountant
Shannon Sullivan

Shannon Sullivan

Business Tax Specialist

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