Steve is a CPA® with an MBA® and CIRA certification, extensive banking and accounting experience with direct knowledge of the challenges of the small business owner. He has developed and implemented various automated programs for financial reporting and management. During his 13 years on the banking side, Steve prepared financial statements as well as examined and analyzed the financial statements and cash flow for thousands of companies. He is proud to be a member of the following professional associations: American Institute of Certified Public Accountants, Illinois CPA® Society, National Association of Tax Professionals, Association of Insolvency and Restructuring Advisors and Turnaround Management Association. See WATTS & ASSOCIATES tab for high level financial expertise services Steve can provide for your bank.
E-Mail: steve@synfintax.com
Butch is a graduate of Southern Illinois University. He holds certification as a Certified Financial Planner™(CFP®®), he is series 6,63 and 7 securities licensed through Securities America, Inc.* and is qualified as an insurance producer for life, health, annuity and property/casualty insurance products** in the State of Illinois. Butch co-founded Synergy Financial Services with a distinct purpose, "to work for the client, not for an investment firm". He works diligently to understand his client's life/wealth goals and then advises them on effective solutions that exist in the vast and often confusing world of investing and insurance.
Phone Number: (630)553-6566
E-Mail: butch@harvest-financial.net
Ashley handles the day to day operations in our office and client relations. Ashley has her bachelor’s degree in Business Administration from Lewis University.
Phone Number: (630)553-6566
E-Mail: ashley@synfintax.com
Gwen takes care of the day to day operations and administration.
Phone Number: (630)553-6566
E-Mail: gwen@synfintax.com
Laura received a MBA® and bachelor's degree in Accounting from University of St. Francis. She is enrolled to practice before the IRS and worked as a Revenue Agent for the IRS for 6 years.
Phone Number: (630)553-6566
E-Mail: laura@synfintax.com
2625 N. Bridge Street
Yorkville, IL 60560
Phone: 630-553-6566
Fax: 630-553-2479
**Securities America and it's representatives do not provide tax or legal advice