Our People

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  • Michael Stewart Michael Stewart Founder

    Michael Stewart has been in the suburban Chicago area for most of his 48 years. He has been in the financial services industry for over 18 years. His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.

    In 2008, Michael founded his own firm to independently serve the tax and conservative financial planning needs of his clients in and nearing retirement. The strategies Michael employs are deigned to reduce a client’s market risk using income generating investments that minimize drawdowns and generate steady returns between 4 to 8 percent. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

    In addition, Michael is a well-established speaker, co-author of the book "Purpose Based Investing: 9 Lessons to Rescue Your Retirement fro Wall Street", co-host of the "Retirement Matters" podcast and consultant on economic matters. He lives in McHenry, with Karen- his wife of 23 years- and their three children; Connor (20), Patrick (18) and Olivia (15).

    Education

    • Certificate in Financial Planning, American College for Financial Planning (2006)
    • MBA in Finance, American University (1998)
    • BA, Political Science, Creighton University (1993)

    Financial Experience

    • 2008-Current Managing Partner, Crystal Lake Tax & Financial
    • 2005-2008 Officer & Investment Executive, Fifth Third Bank – Wealth Management Div.
    • 2000-2005 Investment Executive, BMO Harris - Private Client Group

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