Experience

StrategIQ Financial Group, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Vice President

  • Jun 2023 - Present

• Associate Vice President

  • Nov 2021 - Jun 2023

• Financial Advisor - Advanced Planning

  • Apr 2017 - Nov 2021

  Chicagoland, IL StrategIQ Financial Group, LLC is an integrated and comprehensive wealth management firm that has been helping a select group of families, businesses, individuals and institutions achieve their financial planning and wealth management goals since 1996.



Huck Bouma, PC

• United States
• Law Practice
• 1 - 100 Employee

• Attorney

  • Jun 2016 - Mar 2017

  Wheaton, IL I advocated taking a holistic approach to estate planning by helping clients preserve their wealth and their legacy. This planning included reviewing their assets and their tax implications, minimizing estate taxes, avoiding the expense and time-consuming nature of probate, protecting against remarriage after the death of the first spouse, and protecting beneficiaries from potential creditors or divorce. I developed specialized estate plans for clients so that I can address their specific… Show more I advocated taking a holistic approach to estate planning by helping clients preserve their wealth and their legacy. This planning included reviewing their assets and their tax implications, minimizing estate taxes, avoiding the expense and time-consuming nature of probate, protecting against remarriage after the death of the first spouse, and protecting beneficiaries from potential creditors or divorce. I developed specialized estate plans for clients so that I can address their specific needs. I used techniques such as living trusts, wills, and powers of attorney and, if necessary, more sophisticated planning tools that allow the client to make gifts or sales to intentionally defective grantor trusts, generation skipping transfer tax trusts (dynasty trusts), limited liability companies, and irrevocable life insurance trusts. As part of this "holistic approach", I also worked with small business owners to ensure their business succession planning works in conjunction with their estate planning. Show less



Hedeker & Perrelli, Ltd.

• Law Practice
• 1 - 100 Employee

• Investment Advisor Representative

  • May 2014 - Jun 2016

  Lincolnshire, IL I worked simultaneously as an attorney and investment advisor representative at Hedeker Law and Hedeker Wealth. I also: - Provided wealth management, financial planning and tax services to clients - Constructed, managed, and maintained clients' financial portfolios focusing on legal and tax ramifications - Conducted quarterly portfolio reviews with clients to reassess their goals relative to the current economy and their objectives - Brought in new assets under… Show more I worked simultaneously as an attorney and investment advisor representative at Hedeker Law and Hedeker Wealth. I also: - Provided wealth management, financial planning and tax services to clients - Constructed, managed, and maintained clients' financial portfolios focusing on legal and tax ramifications - Conducted quarterly portfolio reviews with clients to reassess their goals relative to the current economy and their objectives - Brought in new assets under management

• Attorney

  • Mar 2009 - Jun 2016

  Lincolnshire, IL I worked as an Independent Contractor through The Henes Law Firm LLC. - Advised clients on estate and income tax implications of various estate planning strategies, and designed tailored means to maximize available estate, gift, and generation-skipping transfer tax exemptions - Prepared individual and fiduciary income tax returns, including negotiations with the IRS and various state agencies - Prepared gift and estate tax returns by acquiring and reviewing all required… Show more I worked as an Independent Contractor through The Henes Law Firm LLC. - Advised clients on estate and income tax implications of various estate planning strategies, and designed tailored means to maximize available estate, gift, and generation-skipping transfer tax exemptions - Prepared individual and fiduciary income tax returns, including negotiations with the IRS and various state agencies - Prepared gift and estate tax returns by acquiring and reviewing all required financial records, investigating and collating assets, and obtaining valuations of all assets - Administered trusts and estates after the death of the settlor by obtaining tax identification numbers, preparing tax forms, obtaining appraisals, preparing inventories and multi-worksheet accountings, preparing funding letters and forms to transfer assets, and communicating with all necessary parties - Counseled successor trustees, heirs, and beneficiaries from the initial meeting through the end of the administration - Collaborated with clients' professional advisors to ensure the appropriate funding and settlement of their trusts and estates - Prepared living trusts, living wills, pour-over wills, last wills, health care and property powers of attorney, irrevocable trusts, and irrevocable life insurance trusts (ILITs) - Instructed clients on how to fund A/B trusts, re-title assets to balance estates, ensure asset protection, and fully-utilize their exemptions - Determined whether probate is necessary, prepared the requisite paperwork, attended court, and administered estates from beginning to end



Smarter Will, through Hedeker Law

• Attorney

  • Mar 2010 - Apr 2011

  Lincolnshire, IL - Created the templates used by the company for last wills, powers of attorney, living wills, and HIPAA authorizations - Researched and authored all instructions and questions for the customers to increase the customers’ understanding of legal terms and how the documents work - Reviewed blog postings prior to publication for legal, spelling and grammatical errors



William J. Arendt & Associates, P.C.

• Attorney

  • Aug 2005 - Feb 2009

  Burr Ridge, IL - Represented individuals in domestic relations court whose marital estates included multi-million dollar assets which required depositions, extensive pleadings and court appearances, business valuations, substantial discovery of assets and liabilities, and preparation of marital balance sheets - Prepared pre-nuptial agreements, qualified domestic relations orders, letters of direction relative to retirement accounts, and settlement agreements - Assisted in all facets of… Show more - Represented individuals in domestic relations court whose marital estates included multi-million dollar assets which required depositions, extensive pleadings and court appearances, business valuations, substantial discovery of assets and liabilities, and preparation of marital balance sheets - Prepared pre-nuptial agreements, qualified domestic relations orders, letters of direction relative to retirement accounts, and settlement agreements - Assisted in all facets of pre-trial and trial preparation Show less