Heather L. Locus, CPA, CFP® is a Principal of the firm and leads the Womens Service Team. She was selected as one of The Business Ledgers 2004 Influential Women in Business. She has been quoted in various publications including the AARP Bulletin, and Crains Chicago Business. She has taught many investment and financial planning classes during the past 15 years including the topic of Raising Financially Intelligent Children. She enjoys teaching second graders as a volunteer through Junior Achievement and learning something new every day from her son and daughter.
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Independent and authoritative analysis and perspective for the banking industry