Deborah M. Sarkey, CPA, MST

Chief Financial Officer, StrategIQ
President, STBS
219-736-8902 ext. 222
"I work in a profession that incorporates a high level of trust." Tax Accountant – 35+ years experience Controller – 10+ years experience Debby serves...

Sandee M. Dudash

Compliance Supervisor
Senior Client Service Advisor
219-736-8902 ext. 223
"Our industry provides a valuable service. It is an important responsibility to advise, help and manage a client’s financial resources. We constantly...

Michael A. Jankowske, CFP®

Vice President, Estate and Charitable Planning
630-455-4700 ext. 213
“Most people/clients/donors have a misperception that they have limited resources… and don’t realize their potential to accomplish their charitable...

Alyssa M. Wheeling

Vice President, Operations
219-736-8902 ext. 216
“Supporting a team of advisors that work together to bring both short term and long term goals alive for our clients is one of many things that I...

Richard L. Hatcher

Associate Vice President, Wealth Management
630-455-4700 ext. 232
"I believe we have a sacred responsibility to work with our clients on the most important issue they face in their lives, their financial future. It...

Nicole M. Clarke, AIF®

Financial Advisor
Manager, Operations and Client Services
630-455-4700 ext. 214
"It is important to choose an advisory firm that focuses on planning that can be there through all stages of life." Financial Advisor – 10+ years...

Samantha L. Sarver

Client Services Supervisor
219-736-8902 ext. 211
"I think of how I would want my family and friends to be treated and I try to always give that same level of service." As a Client Service...

Joshua G. Lawrence

Chief Information Security Officer
219-736-8902 ext. 207
“Attention has shifted to sorting out how technology can be leveraged to improve efficiencies and make our lives easier. In the financial industry...

Sheri A. Cotton

Client Experience Coordinator
219-736-8902 ext. 205
"We provide great customer service where the client feels secure and is comfortable knowing that we are here to handle their requests." As a Client...