David J. Strutzel, a vice president of investments and CERTIFIED FINANCIAL PLANNER^™ professional, has worked in the financial services industry since 1990.

Dave completed his undergraduate and graduate work at DePaul University in Chicago. Before entering the financial services industry, he owned two business for 10 years and later held a management position at a Fortune 500 company.

Dave plays an active role in the community, serving as a member and past president of both the Bartlett Rotary Club and the Bartlett LeTip International Group. He was also elected to serve as Treasurer of the Bloomingdale Public Library.

Dave focuses on assisting clients with pension funds, retirement plans, estate planning, and charitable gifting. Clients benefit from his expertise, and readily understand the value of early planning and careful financial preparation.  Dave also works closely with his clients to find ways to help reduce their tax liability.

Matthew D. Strutzel is a financial advisor and accredited asset management specialist. Matt started work in the investment services industry during high school, and continued on through college internships.
 
Matt completed his Bachelor of Arts degree at Bradley University in Peoria, IL. While attending school, he played fours years of collegiate ice hockey for the Bradley Braves. Besides being a student athlete, Matt was also a member of the Sigma Alpha Epsilon fraternity where he was elected to serve one term as vice president.  Matt resides in South Elgin with his wife, Rachel, and their three sons Drake, Charlie, and August.

Matt is a key part of the "plan early" team. He concentrates on college education investment planning and income production during retirement. Matt enjoys helping clients better understand the value of planning for college expenses before costs are too great, as well as strategies designed to generate tax-advantaged income.