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Balasa Dinverno Foltz LLC

About the Company
Employees
11

Employee List (11)

JOHN D. SMITH, CFP

Balasa Dinverno Foltz LLC

Wealth Manager

  • Location Itasca, IL
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Chuck Neff, MBA, CPA, CFP

Balasa Dinverno Foltz LLC

Wealth Manager

  • Location Itasca, IL
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Matthew Reznik, MBA, CPA, CFP, CFA

Balasa Dinverno Foltz LLC

Wealth Manager

  • Location Itasca, IL
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Lynn Ackerman, CPA, CFP, MS

Balasa Dinverno Foltz LLC

Senior Advisor

  • Location Itasca, IL
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Chad Carlson CFA, CFP

Balasa Dinverno Foltz LLC

Wealth Manager

  • Location Itasca, IL
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Susan Korin

Balasa Dinverno Foltz LLC

Chief Operating Officer

  • Location Itasca, IL
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Nicholas Cosky, CFP´┐¢

Balasa Dinverno Foltz LLC

Wealth Manager

  • Location Itasca, IL
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Jim King, CPA, CFP´┐¢

Balasa Dinverno Foltz LLC

Wealth Manager

  • Location Itasca, IL
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Janice Mortensen

Balasa Dinverno Foltz LLC

Director of Operations

  • Location Itasca, IL
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Heather Locus, CPA, CFP, CDFA

Balasa Dinverno Foltz LLC

Owner

  • Location Itasca, IL
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Company Summary
  • Address
    500 Park Blvd, Suite 1400
    Itasca, IL 60143
  • Industry
    Investment Management
  • Estimated Revenue
    1M - 5M
  • Company Size
    11-50 employees

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