Peter Recchia, CPA, AIF®
Founder & President
The people behind
your complete plan.
Advisors, certified planners, chartered analysts and an operations team who take the time to understand your full picture — accounting, advisory, insurance and marketing under one roof.
4Wealth CPA
01 — Accounting & Tax
Stephanie Starkey, EA
Partner & Managing Director
Joan L. Sullivan
Accounting Manager
Tim O'Toole
Reviewer
Rana Shammas
Accounting Manager
Linan Zhao
Staff Accountant
Deb Esposito
Director of Client Services
Gary Lange
Staff Accountant
Jenni Parker
Bookkeeper
Thomas Hackel
Tax Department Processor
Danielle Shaw
Staff Accountant
Justin Scharrer
Team Member
Katharine Recchia
Tax & Accounting Intern
Rami Butrus
CPA Intern
Devin Flakes
Staff Accountant
Reta Graish
Staff Accountant
Ayeshah Rashid
Payroll Specialist / Bookkeeper
4Wealth Advisors
02 — Investments & PlanningPeter Recchia, CPA, AIF®
Founder & President
Diana Bunch
Financial Advisor
Hally Dunn, MBA
Financial Advisor
Terrence M. Heafey, CFP®, AIF®
Certified Financial Planner®
Ryan F. Kavois, CFP®
Certified Financial Planner®
Chris Gonzales, RSSA®
Financial Advisor, Registered Social Security Analyst®
Bill Tasker, CFA®
Chartered Financial Analyst®
Michael McEvoy
Financial Advisor
Jennifer Bellamy
Vice President of Operations
Jairus Bellamy
Client Services Administration
Olivia Flessner
Investment Advisory Intern
Nuria Calderon
Investment Advisory Intern
Mary Charniak
Investment Advisory Intern
Maya Patel
Investment Advisory Intern
Sara Mullarkey
Investment Advisory Intern
Angelica Attinger
Investment Advisory Intern
4Wealth Marketing
03 — Brand & Growth
Sophia Davis-Trifunovic, MBA
Head of Marketing Agency
Peter Recchia, CPA, AIF®
Founder & Strategic Partner
Alicia Martini
Digital Marketing Director
Lauren Shook
Marketing Intern
Victoria Colmenares
Software Engineer Intern
Want to work with this team?
Call
Visit
745 McClintock Drive, Suite 150
Burr Ridge, IL 60527
Burr Ridge, IL 60527