Antioch
Accounting & Advisory Services

In 1998, Clay purchased the firm from his father and started businesses in IT, payroll, marketing, financial services, and insurance. Clay is a licensed CPA in Illinois and Wisconsin and has financial services licenses Series 7 and 63, as well as a life insurance license. He served on the board of St. John’s Preparatory School for 8 years, with the last four years as Chair. He played hockey through high school and “men’s league” until the age of 39, and he once even completed the Chicago Marathon. These days he enjoys playing golf with family and friends. An avid lifelong learner, Clay reads books of just about any kind and listens to lecture series from the Teaching Company. (He says – and his two grown children lovingly agree – this puts him in true Geek status, but he doesn’t mind the label.)

...getting his hands dirty with concrete, increasing profits and efficiency, managing an automotive service department, and currently is a key resource for many small business owners. Eric is currently the lead on our Automotive concentration, with years of experience as an Automotive Service Advisor and connections in the industry to better serve his clients. Eric enjoys live music, working with his hands, and spending time outdoors with his wife and their two pooches. A big fan of the Chicago Bears, Cubs, Bulls, and Blackhawks, he jumps at the chance to catch ‘em live and in person when he can.

...and previously served on Nippersink District 2 school board and RSGSA soccer board. And, if you’re ever heading to the Boston area and want to know where to get fantastic lobster bisque or fresh lobster shipped to you (psst...James Hook & Co), Pierre’s your man. According to Pierre, it’d be criminal not to stop at Regina’s Pizzeria for the world’s best slice!

...pediatric cancer patients and is now an enrolled agent (EA) and Illinois licensed CPA.

It’s important to Kathy that she takes time to know and understand each client’s business. She says it’s each client’s personal story and business goals that inspire her to consistently provide her clients with exceptional service. Kathy and her husband, Mark, are passionate about supporting their community, and they attend local events as often as they get the chance. Kathy also enjoys reading, gardening, and visiting our national parks. The park she’d visit again? Glacier National Park. If you’ve never had an opportunity to stay in a national park lodge, you might want to add it to your bucket list –according to Kathy, they’re all very beautiful!