Teams

Ruthie Rosenberg

2022-04-26T16:17:22+00:00

“I enjoy connecting with my clients and working together to find solutions to meet their needs. My personal and professional experiences have provided me a good understanding of the needs and concerns of my clients, and I want to utilize that skillset to assist others and make a difference in their lives.” Ruthie graduated from [...]

Ruthie Rosenberg2022-04-26T16:17:22+00:00

Michele Rubin

2020-08-17T20:30:14+00:00

"I enjoy knowing I am taking the burden off my clients and their family members.  Taking care of bills and paperwork can be overwhelming. I love being able to make people feel more in control of their lives by helping them navigate this sometimes burdensome task.” Michele is a natural at helping others organize and [...]

Michele Rubin2020-08-17T20:30:14+00:00

Grant Song

2022-06-03T03:04:00+00:00

  “A budget is more than just a series of numbers on a page; it is an embodiment of our values.” Grant graduated from the University of Pennsylvania with a BA in Psychology and Sociology.  He has worked in a variety of industries for companies around the country in accounting/bookkeeping and operations-focused roles.  He is [...]

Grant Song2022-06-03T03:04:00+00:00

Yvette Stone

2023-01-26T22:31:27+00:00

    Yvette grew up in Northbrook.  Her father is a CPA, and her mother worked as a bookkeeper. After graduating from the University of Arizona with a speech and hearing sciences degree, Yvette earned a master’s degree in special education from National Louis University. She worked as a resource teacher in Skokie until taking [...]

Yvette Stone2023-01-26T22:31:27+00:00

Nancy Taxman

2023-01-26T21:57:20+00:00

“It gives me great pleasure and a sense of accomplishment when I can relieve some of the day to day tasks for my clients”. Nancy enjoys assisting clients finding order and peace of mind by helping with bills, paperwork, other household details and advocating for her clients when the need arises. Her approachable personality is a [...]

Nancy Taxman2023-01-26T21:57:20+00:00
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