In the Media

Carin Pankros Roman, CFP ®

  • Investment News, May 2009: "Keeping it all in the family can be tricky business"
  • WGN Radio 720, November 2008: Bill Moller's "Your Money" (formerly "The Money Show")
  • NAPFA Advisor, July 2008: contributor to "Getting Real with Standard Operating Procedures: How NAPFA Members Make SOPs Work"
  • WGN Radio 720, January 2008: Bill Moller's "The Money Show"
  • Wealth Manager, March 2007: "Data Distiller"
  • WGN Radio 720, January 2007: Bill Moller's "The Money Show"
  • Financial Advisor, September 2005: "Following in Mom's Footsteps"
  • Reuters, November 29, 2004: "Funds: Give the gift of mutual funds"

Carol C. Pankros®

  • Investment News, May 2009: "Keeping it all in the family can be tricky business"
  • Bloomberg Wealth Manager, April 2008: "Women in Wealth The 50"
  • WGN Radio 720, January 2008: Bill Moller's "The Money Show"
  • Bloomberg Wealth Manager, July/August 2007: "Bloomberg's Top Wealth Managers"
  • WGN Radio 720, August 2007: Bill Moller's "The Money Show"
  • Wealth Manager, March 2007: "Data Distiller"
  • WGN Radio 720, January 2007: Bill Moller's "The Money Show"
  • Financial Planning, December 2006: "All Fired Up? Recent legislation has been a boon for 529 college savings plans.  Will more financial planners find them worthwhile?"
  • Chicago Tribune, September 24, 2006: "2nd Home Not Always a Choice"
  • Bloomberg Wealth Manager, July/August 2006: "Bloomberg's Top Wealth Managers"
  • Chicago Tribune, June 18, 2006: "Money-market funds attractive as stocks slide"
  • Financial Advisor, September 2005: "Following in Mom's Footsteps"
  • Chicago Tribune, July 10, 2005: "Interest-Only Risk Management"
  • Bloomberg Wealth Manager, July/August 2005: "Bloomberg's Top Wealth Managers"
  • Fidelity Retirement - Special Retirement Issue, June 2004: "Investors are coming to grips with new retirment challenges - and reaping new rewards."
  • Bloomberg Wealth Manager, July/August 2003: "The Champs: Bloomberg's Top Wealth Managers"
  • Invest. It’s Your Future - a publication of Hewitt Associates in partnership with SmartMoney Custom Solutions, Summer 2003: “Getting Serious About Saving.”
  • NAPFA ADVISOR, June 2003: “The Incredible Shrinking Return Assumption”
  • The Financial Planning Association of Illinois, June 2003: “Charitably Inclined: Why It Is Important to Ask Clients If They Want to Leave a Legacy”
  • Community Catalyst, Spring 2003: “All in the Family Three generations of donors support Harper College”
  • Illinois Magazine, January 2003: “Don’t Think You Need Financial Service Professionals?”
  • Real Simple, December ’02/January ’03: “Now or Later"
  • Mutual Fund Magazine, September 2002: “100 Top Advisors Coast-To-Coast”
  • Worth Magazine, July/August 2002: “The 250 Best Financial Advisers in America”
  • Bloomberg Wealth Manager, July/August 2002: “Bloomberg’s Top Wealth Managers”
  • ABCNews.com, June 2002: "Financial Warning Signs: It's Difficult for Consumers to Guage Companies' Reliability."
  • ABC World News Tonight with Peter Jennings, June 27, 2002
  • Financial Planning, May 2002: "Many Routes, One Destination"
  • Chicago Tribune, March 31, 2002: "Does refinancing make sense?"
  • Bloomberg Wealth Manager, March 2002: "Bracing for Disaster"
  • CBS MarketWatch, July 6, 2001: "Retirement planning pitfalls. Investing tip: Don't forget inflation"
  • Chicago Tribune, June 5, 2001: “Time to get with the program”
  • Chicago Tribune, June 3, 2001: "What would you do with your refinancing savings?"
  • Journal of Financial Planning, June 2001: "So you want to be a Software Developer?"
  • Journal of Financial Planning, May 2001: "What Keeps You Awake at Night"
  • Journal of Financial Planning, April 16, 2001: "10 Questions with Carol C. Panrkos, CFP, Founder and President, CCP Inc., Palatine, Ill."
  • Bloomberg Wealth Manager, December 2000/January2001: "For Advisors pinned to the back corner of their offices by a growing mountain of documents, it maybe time to go paperless."
  • Netfolio.com, November 2000: "Thinking About Retiring Early? Make Sure You Can Afford It"
  • Journal of Financial Planning, October 2000: "Letting Go: When Planners and Clients Part Ways"
  • Journal of Financial Planning, November 2000: “Does Asset Management Need a Financial Planning Foundation?”
  • Wall Street Journal, October 6, 2000: "'Personal Funds' May Challenge Industry"
  • Southwest Airlines Spirit, September 2000: "Before You're 65"
  • Investment News, September 11, 2000: "Counting stars? It's not the best way to pick funds"
  • Financial Planning, July 2000: "Greater Expectations"
  • Wall Street Journal, July 17, 2000: "Look Before Leaping: Investing In A New Fund"
  • Money Magazine, December 1999
  • University of Illinois, Money 2000, Fall 1999
  • Worth Magazine "Best Financial Advisors in America" 1996-2002
  • Notre Dame: Women in Entrepreneurialism 1998 Conference

Stacie Knotek Quigg, CFP ®

  • MORE Magazine, February 2008: �Money Changes Everything�
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.