About Us
» Joseph Orsolini
Joe Orsolini, a Certified Financial Planner (CFP ®) and Certified College Planning Specialist (CCPS), is an expert in college planning because he profoundly understands all the intricate ins and outs of the college financial aid system, college savings plans and educational tax breaks. Joe specializes in serving the unique financial needs of parents who plan on their children attending college. He draws from many years of experience assisting families of all income levels with financial aid forms, investment advice, and tax preparation.
Joe holds a Bachelor of Science degree in finance from Bradley University . He is a former chapter president of the Independent Accountants Association of Illinois. Joe is a member of the National Financial Aid Practitioners Alliance and National Institute of Certified College Planners.
As a respected authority on college planning, Joe's work has been featured in a variety of media outlets including Kiplinger's Safe Investing, the CLTV News program - Your Money , Chicago Parent magazine, and Home & Family Finance radio. He has spoken to numerous groups and organizations with his program - Don't Pay the College Sticker Price! SM
» Jennifer Wesol
Jennifer brings fifteen years of customer service and operation experience from the banking industry. For over thirteen years she has served in a variety of capacities with Bank One and its legacy organizations, American National, First Chicago and Gary-Wheaton Bank.
Her experience includes working with both retail and commercial customers. She focused on the customer service needs of middle-market corporate clients, as well as the needs of the owners and key executives. Her responsibilities included managing the daily cash flow and liquidity for these customers.
Jennifer holds a Bachelor of Arts degree in communication from the University of Illinois at Chicago.
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