Strategic Alliances


Richard I. Haber, C.P.A.

Richard I. Haber, CPA has over 40 years experience in the financial accounting and income tax areas. He began his career on the audit staff of Touche Ross & Co., a former Big Eight accounting firm. He works extensively with small businesses and individuals in the areas of tax planning and consulting and tax preparation. He represents taxpayers in front of the Internal Revenue Service and various state taxing authorities.

David R. Herzog, Attorney at Law

David R. Herzog is a 1975 graduate of the University of Illinois, College of Law. Mr. Herzog is licensed to practice before the Illinois Courts as well as the U.S. District Court and the Seventh Circuit Court of Appeals. He had been an adjunct professor of law at John Marshall Law School since 1976. Mr. Herzog has a wide spectrum of expertise in commercial matters, including estate planning. He has served on numerous committees of the Chicago Bar Association including the judicial evaluation committee and is a member of the American Bar Association, Illinois Bar Association, Commercial Law League and National Association of Bankruptcy Trustees. One of Mr. Herzog’s additional specialties is in the area of bankruptcy law where he serves as one of the members of the private panel of Bankruptcy Trustees for the Northern District of Illinois.


Steve Parise, Attorney at Law

Steve graduated from Grand Valley State University before getting his law degree from Thomas M. Cooley Law School in Grand Rapids, Michigan.  After becoming licensed to practice law in Illinois, Steve earned a Master of Law from DePaul University College of Law in Chicago.

Steve focuses his practice on Estate Planning, Elder Law, and Real Estate.

As part of his estate planning experience, he helps provide individuals and families with the tools they need to get their assets where they want them to go as efficiently as possible.  Whether it is employing simple strategies or advanced estate tax planning, Steve enjoys working with a diverse group of clients from around the Chicagoland area.

An important part of his practice involves helping seniors prepare for their latter years.  This includes providing proper Medicaid planning and asset protection to help clients outlive their money.


Jerome J. Goergen, Attorney at Law

Jerry was admitted to practice before the Illinois bar in 1981 after obtaining his Juris Doctor degree from The John Marshall Law School in Chicago. Before law school, Jerry attended the University of Illinois-Chicago and earned a Bachelors Degree in each History and Political Science. Since starting his own practice in 1982, Jerry has developed a specialization in the area of elder law and estate planning.

Jerry regularly speaks at events throughout the Chicagoland area and teaches seniors and their families about various aspects of estate planning and how to protect their assets when applying for Medicaid assistance.

In addition to practicing law, Jerry is deeply involved in his community. For the last 15 years, Jerry has served on the board of Trinity Christian School in Shorewood, Illinois. As of January 2016, he also serves on the board of Morningstar Mission, Inc., an organization involved in Christian ministries and in providing food and shelter for the needy in Joliet, Illinois and the surrounding areas.


Nicholas P. Bathas, Attorney at Law

Nick received his undergraduate degree from the University of Notre Dame and received his Juris Doctor from Loyola University of Chicago School of Law. A native of Chicago, Nick has been a member of the Illinois Bar since 1988 and a member of the Federal Bar of the Northern District of Illinois since 1988. He is a member of the Chicago Bar Association, DuPage County Bar Association, Will County Bar Association, Notre Dame Club of Chicago, Notre Dame Club of Greater Dupage, Association of Certified Estate Planning Attorneys, National Care Planning Council and Illinois Elder Care Planning Council.

Nick has always concentrated his practice in the areas of Estate, Financial and Medicaid planning. He works with various attorneys, financial planners, accountants, insurance agents and senior organizations speaking at seminars on these topics. Nick assists clients in setting up revocable living trusts and other estate planning instruments to protect and preserve the clients’ assets. He travels throughout the state of Illinois visiting clients at their homes to educate and assist them in setting up their homes to educate and assist them in setting up their estate plans. Mr. Bathas is a participating member in the AARP Legal Services Network.