As Managing Partner at Sassetti LLC, my role is to provide strategic direction to the firm while overseeing daily operations, developing our employees and continuing to work with clients across various service lines. My goal is to purposefully guide operations and employees to fulfill our firm’s objective of “Achieving exceptional results by engaging and empowering our people, our clients and our community.” I started my career with Sassetti back in 2004 after graduating from college and worked my way up to partner and now managing partner of the firm. It has been a challenging but fulfilling journey. I have worked in all aspects of the firm but currently my focus is on closely held businesses and not-for-profit organizations, providing compliance and advisory services on a range of issues that impact them. I also work closely with our Client Accounting and Advisory Services group, which provides accounting, CFO and technology solutions to a broad range of clients.
Phone: (708) 386-1433 x117
Direct: (708) 406-8605
“Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.”
-John Wooden
Associations
Illinois CPA Society, American Institute of Certified Public Accountants, National Association of Women Business Owners
Education
Bachelor of Arts in Accounting, Illinois Wesleyan University
Community
Governance Chair, National Multiple Sclerosis Society, Greater Illinois Chapter Board of Trustees; Treasurer, Parks Foundation of Oak Park; Illinois Wesleyan University Council for Women
Hobbies
Spending time with my wife and four kids, Traveling, Snow skiing, Golfing, Cheering on Chicago Sports teams
Q&A
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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Sassetti LLC. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
