Professional Staff
Solutions For Wealth Management Professional Team
Mark Smith, CPA/PFS
Mark has been involved in the financial service industry for over forty years. Mark offers a unique skill set that combines strong tax knowledge and wealth management expertise. In addition to founding Solutions, Mark is the founding shareholder of Smith, Koelling, Dykstra, & Ohm, P.C. He is a Certified Public Accountant and Personal Financial Specialist. He focuses on creating comprehensive wealth strategies for his clients in order to guide them through their financial challenges.
Mark is uniquely positioned to work with high net worth clients. With roots in the CPA profession, Mark has earned the trust of clients by consistently delivering objective advice and serving as their advocate. Mark values the trust clients place in him and can now leverage his tax expertise by combining it with significant investment knowledge to create a roadmap for clients to achieve their financial goals. If you would like to contact him directly, please email at marks@w-m-s.com.
Lawrence Ohm, CPA/CVA
Larry Ohm has been a CPA for 39 years and a shareholder in Smith, Koelling, Dykstra & Ohm, P.C. assisting clients in financial, tax and accounting issues. He has been a Certified Valuation Analyst for 15 years, assisting clients with valuation analyses concerning buying and selling businesses as well as estate and gift tax issues. His business valuation experience helps him stay grounded in the economic realities and how it relates to the our client’s business and personal situations.
As a Wealth Advisor, Larry discovers each client’s personal and financial goals and objectives. This analysis is imperative to help clients achieve their goals in a realistic and individually risk-oriented financial plan. The financial plan is constantly monitored for the progression towards reaching those goals, while monitoring the income and estate tax ramifications. If you would like to contact him directly, please email him at larrys@w-m-s.com.
Tess Rowland, CPA/PFS
Tess joined our team in 2006 . She is a Certified Public Accountant and a Personal Financial Specialist . Tess is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society. Tess provides investment advice to clients, monitors and tracks their portfolios, analyzes existing investments, and recommends future strategies. She also manages retirement plan services for plan sponsors and provides education to their employees. Tess enjoys working with successful individuals in improving their financial independence, developing their financial goals, and assisting with their most difficult financial challenges. If you would like to contact her directly, please email her at tessr@w-m-s.com.
Susan Bourgeois
Susan specializes in client relationship management. Her skills come from a background of Executive and Legal Administrative Assistant. After being an at-home mother and assisting in the family farm operation for 17 years, Susan joined our team in 2002. She strongly believes that a team concept is always inclusive of the changing needs and communication from our clients.
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Get In Touch
Solutions for Wealth Management, LLC
1605 N. Convent
Bourbonnais, IL 60914
Phone (815) 935-6636
Fax (815) 935-0360
Email Us