- Mon-Fri 9am - 5pm
(815) 526-3092
Call Us Today for a Virtual Consultation
Close
Michael Stewart has been in the suburban Chicago area for most of his 52 years. He has been in the financial services industry for over 22 years. His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.
In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.
In addition, Michael is a well-established speaker, author, and the host of both the Retirement Success Blueprint Radio Show and Podcast. He lives in McHenry with, Karen, his wife of 27 years, and their three children, Connor, Patrick, and Olivia.
Connor is a Financial Advisor who graduated with a Bachelors of Science in Management from the University of Iowa. Connor assists clients with conservative financial planning, tax mitigation, and estate planning.
Outside of the office, Connor is an avid sports fan who enjoys working out, spending time with family, playing video games with his friends from all over the country, and adding to his sports card collection.
Glenn is the Tax Manager at Crystal Lake Tax & Financial. For the past two years he has successfully managed the tax department and is responsible for helping individuals and organizations file their taxes. He works closely with clients to develop tax strategies and policies that help them maintain compliance with local and federal laws and regulations.
Prior to joining Crystal Lake Tax & Financial, Glenn spent 35+ years at various firms concentrating on individual taxation.
Glenn lives in Palatine where he raised three beautiful daughters. He spends his weekends between UW Whitewater and Iowa State and is their biggest cheerleader. Glenn enjoys golf, sports and spending time with friends and family.
Karen has been with Crystal Lake Tax & Financial since 2015 working in a variety of positions throughout the company.
She received her Associates Degree and Paralegal Certification from William Rainey Harper College. For several years, she provided support for both attorneys and clients at a family law firm, before staying home to raise her three children.
Karen lives in McHenry and enjoys spending time with her family and friends, as well as traveling, concerts, and nights around a fire.
Deb has been with Crystal lake Tax & Financial for several years and has enjoyed watching the business grow. She loves getting to know the clients and assisting them in getting their financial questions answered.
Deb has three kids and has lived in Crystal Lake for over 20 years. She enjoys baking, long walks outside in the warm weather, spending time with her family, and visiting her dad’s lake house in the summer months.
Shannon obtained her Bachelors of Science in Marketing at Illinois State University. She is passionate about connecting people with services that enhance their quality of life and protect what matters most.
Prior to joining Crystal Lake Tax & Financial, Shannon helped families on the insurance side of the spectrum.
Shannon enjoys traveling, staying active, and spending time with family and friends.
Patrick is a Marketing Assistant who graduated with a Bachelors of Arts in Screenwriting from the University of Iowa. Patrick assists with various marketing and outreach initiatives.
Outside of the office, Patrick enjoys watching sports, listening to music, binging TV shows, and both writing and performing comedy.
451 Coventry Ln #102
Crystal Lake, IL 60014
2810 Crossroads Dr Suite 4000 Madison, WI 53718
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of The Retirement Income Store®. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2021 Sound Income Strategies.
