I provide client-focused, proactive, comprehensive wealth management. I am a CPA with more than 34 years of experience in personal and business tax planning, estate planning, risk management, succession, and generational wealth planning, and charitable giving. I help business owners maximize profit, respond to economic change, and plan for their unique futures. In 2008, my team and I joined Hightower, and in 2018, I combined resources to partner and create Hightower Great Lakes. My team and I meet with clients to determine clients' individual goals, clarify visions for the future, and discern dreams for their families. My clients benefit from customized portfolios, regular updates, proactive planning, beneficiary preparation, and change anticipation, so they stay on track in their wealth management goals. My team and I provide estate, succession, tax, and retirement planning, so business owners can focus on what they do best - run their businesses. My clients trust me with their financial future, and I take it to heart. My life passion is to enhance the lives of my clients, their families, and their communities. My partnership with Hightower - an advisor owned- and client-centered independent advisory firm - helps my team maintain an unbiased, genuine client-focus with Wall Street resources and sophistication. Contact me at (219)246-5370 or tscannell@hightoweradvisors.com to learn how you may benefit from my expertise in proactive wealth management and tax planning. I earned my BS in Accounting from the University of Illinois and my Certified Public Accountant in 1984, became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 1986, and have maintained my education status as a Registered Representative. I have earned and maintained my Series 7, Series 24, Series 53, Series 63, and Series 65 FINRA securities registrations, among other industry distinctions. For additional information and disclosures please visit: www.hightowergreatlakes.comSecurities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.
Listed skills include Investment Management, Personal Financial Planning, Estate Tax Planning, Personal Tax Planning, and 5 others.
