We are happy to announce that we're celebrating 20 years!
Skip has focused his entire career on counseling high net worth individuals in all areas of wealth management. His extensive knowledge as a wealth planner in diverse areas such as investments, retirement planning, taxation, and estate planning allows him to provide comprehensive investment advisory services to clients. Prior to joining Kovitz in 2005, Skip served as Senior Vice President at Harris Trust & Savings Bank in Chicago and Managing Director of their Wealth Management Group in Barrington. He also co-founded a successful fee-based investment advisory firm. Skip has been featured in Barron’s and Worth magazine as one of the top financial advisors in the country. He was also named by Consumers Research Council of America as one of “America's Best Financial Planners.” He is a published author and speaker on various wealth management strategies. Skip graduated from Taylor University in 1987 with a Bachelor of Science degree in Business Administration and Computer Information Systems Analysis. In 1999, he received his JD from The John Marshall Law School in Chicago and Masters in Taxation in 2005. Skip is a CERTIFIED FINANCIAL PLANNER™ professional. Skip and his wife along with their four daughters live in Barrington Hills, Illinois.