We are committed to building long-term relationships with our clients. We endeavor to know and understand your financial goals and priorities in order to provide you with the highest quality information, services and products to help you achieve your financial goals.
Becky specializes in income tax planning and wealth management. She has more than 11 years experience in personal and business financial planning. Becky is registered with FINRA in 10 states and holds both Series 7 and 66 registrations. In addition, she was recognized as a 2009 Rising Star by Cetera Financial Specialists.
Becky began her career in 1990 after graduating from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Accountancy. She received a Master of Science in Taxation from DePaul University in 2006. Prior to joining the firm in 2001, Becky spent 11 years at Deloitte & Touche LLP in the Assurance and Advisory Services Group.
Becky currently lives in the Logan Square neighborhood of Chicago. Becky is an avid cyclist and enjoys spending weekends biking in Wisconsin and Michigan. Becky also enjoys reading and traveling in her spare time.
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FINRA Registrations: Series 7, Series 66
Insurance Licenses: Life Insurance, Variable, Long Term Care, Health Insurance
Designations: CPA, MST, PFS
Samantha graduated from Lake Forest College with a Bachelor of Arts degree in Environmental Studies. She joined Coleman & Associates in February 2015, as the financial planning team’s Client Service Associate. Samantha’s past customer service and sales experience will help her in this new role.
Samantha recently relocated from Denver, Colorado to the Bucktown neighborhood in Chicago. While attending Lake Forest College, Samantha was on the women’s ice hockey team, and still enjoys a game every now and then. When in the city, Samantha and her husband enjoy spending time seeking out new restaurants, spending time with their two cats, and painting. On the odd chance Samantha is able to take a weekend away she enjoys skiing, backpacking, and spending time improving her nature photography.